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LRI Investments’s HubSpot HUBS Stock Holding History

LRI Investments’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
2026
Q2 		– Sell
-2
Closed -$488 – 1976
2026
Q1 		$488 Sell
2
-44
-96% -$12.3K ﹤0.01% 1377
2025
Q4 		$18.5K Sell
46
-2
-4% -$828 ﹤0.01% 725
2025
Q3 		$22.5K Sell
48
-95
-66% -$47.8K ﹤0.01% 694
2025
Q2 		$79.8K Sell
143
-14
-9% -$8.2K 0.01% 471
2025
Q1 		$89.7K Hold
157
– – 0.01% 441
2024
Q4 		$109K Hold
157
– – 0.01% 402
2024
Q3 		$109K Sell
157
-15
-9% -$7.53K 0.01% 392
2024
Q2 		$101K Buy
+172
New +$105K 0.01% 379

Other funds holding HUBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's HUBS Position: Q2 2026 in Review

LRI Investments sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 2 shares — an estimated $488 sold.

LRI Investments first reported a position in HUBS in Q2 2024 and held it in 8 quarters. The position peaked at $109K in Q4 2024. 160 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • LRI Investments reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 2 HubSpot shares in Q2 2026, an estimated $488.
  • LRI Investments first reported a position in HubSpot in Q2 2024 and held it in 8 quarters.
  • LRI Investments's HubSpot position peaked at $109K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.