LPL Financial’s HubSpot HUBS Stock Holding History

LPL Financial’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$213K	–	5359
2024 Q3	$213K	Buy	+400	New	+$201K	﹤0.01%	4684

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's HUBS Position: Q1 2026 in Review

LPL Financial reduced its HubSpot (HUBS) stake by 36% in Q1 2026, selling an estimated $3.18M and leaving 20,236 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

LPL Financial first reported a position in HUBS in Q3 2017 and has held it in 34 quarters since. The position peaked at $22.2M in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

LPL Financial held 20,236 shares of HubSpot worth $4.94M as of Q1 2026.
LPL Financial sold 11,324 HubSpot shares in Q1 2026, an estimated $3.18M.
HubSpot made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2633 holding.
LPL Financial first reported a position in HubSpot in Q3 2017 and has held it in 34 quarters since.
LPL Financial's HubSpot position peaked at $22.2M in Q4 2024.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.