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Merit Financial Group’s HubSpot HUBS Stock Holding History

Merit Financial Group’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 		$729K Sell
3,993
-1,532
-28% -$320K ﹤0.01% 1260
2026
Q1 		$1.35M Buy
5,525
+2,890
+110% +$811K 0.01% 851
2025
Q4 		$1.06M Buy
2,635
+441
+20% +$183K 0.01% 925
2025
Q3 		$1.03M Buy
2,194
+916
+72% +$461K 0.01% 854
2025
Q2 		$711K Sell
1,278
-1,189
-48% -$696K 0.01% 942
2025
Q1 		$1.41M Buy
2,467
+1,602
+185% +$1.12M 0.02% 538
2024
Q4 		$603K Buy
+865
New +$556K 0.01% 658
2023
Q3 		– Sell
-554
Closed -$295K – 764
2023
Q2 		$295K Buy
+554
New +$260K 0.01% 598

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Merit Financial Group's HUBS Position: Q2 2026 in Review

Merit Financial Group reduced its HubSpot (HUBS) stake by 28% in Q2 2026, selling an estimated $320K and leaving 3,993 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Merit Financial Group first reported a position in HUBS in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Merit Financial Group held 3,993 shares of HubSpot worth $729K as of Q2 2026.
  • Merit Financial Group sold 1,532 HubSpot shares in Q2 2026, an estimated $320K.
  • HubSpot made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1260 holding.
  • Merit Financial Group first reported a position in HubSpot in Q2 2023 and has held it in 8 quarters since.
  • Merit Financial Group's HubSpot position peaked at $1.41M in Q1 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.