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Moneta Group Investment Advisors’s HubSpot HUBS Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$334K Buy
1,367
+63
+5% +$17.7K ﹤0.01% 599
2025
Q4 		$523K Buy
1,304
+34
+3% +$14.1K ﹤0.01% 489
2025
Q3 		$594K Sell
1,270
-23
-2% -$11.6K ﹤0.01% 452
2025
Q2 		$720K Buy
+1,293
New +$757K 0.01% 359

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's HUBS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its HubSpot (HUBS) stake by 4.8% in Q1 2026, buying an estimated $17.7K and bringing the position to 1,367 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Moneta Group Investment Advisors first reported a position in HUBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $720K in Q2 2025. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Moneta Group Investment Advisors held 1,367 shares of HubSpot worth $334K as of Q1 2026.
  • Moneta Group Investment Advisors bought 63 HubSpot shares in Q1 2026, an estimated $17.7K.
  • HubSpot made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #599 holding.
  • Moneta Group Investment Advisors first reported a position in HubSpot in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's HubSpot position peaked at $720K in Q2 2025.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.