Montag & Associates’s HubSpot HUBS Stock Holding History

Montag & Associates’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	$611	Sell	3 -221	-99%	-$62K	﹤0.01%	917
2025 Q4	$89.7K	Buy	224 +82	+58%	+$34K	﹤0.01%	521
2025 Q3	$66.2K	Buy	142 +38	+37%	+$19.1K	﹤0.01%	546
2025 Q2	$57.6K	Hold	104	–	–	﹤0.01%	562
2025 Q1	$59.1K	Hold	104	–	–	﹤0.01%	582
2024 Q4	$72.1K	Buy	104 +1	+1%	+$643	﹤0.01%	551
2024 Q3	$54.8K	Buy	103 +100	+3,333%	+$50.2K	﹤0.01%	600
2024 Q2	$1.82K	Hold	3	–	–	﹤0.01%	876
2024 Q1	$1.72K	Buy	3 +1	+50%	+$601	﹤0.01%	874
2023 Q4	$1.44K	Sell	2 -2	-50%	-$962	﹤0.01%	870
2023 Q3	$1.97K	Hold	4	–	–	﹤0.01%	849
2023 Q2	$2.13K	Hold	4	–	–	﹤0.01%	861
2023 Q1	$1.72K	Hold	4	–	–	﹤0.01%	868
2022 Q4	$1.16K	Buy	+4	New	+$1.13K	﹤0.01%	895

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 $94.8B AUM 24.11% 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

Montag & Associates's HUBS Position: Q1 2026 in Review

Montag & Associates reduced its HubSpot (HUBS) stake by 99% in Q1 2026, selling an estimated $62K and leaving 3 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Montag & Associates first reported a position in HUBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $89.7K in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Montag & Associates held 3 shares of HubSpot worth $611 as of Q1 2026.
Montag & Associates sold 221 HubSpot shares in Q1 2026, an estimated $62K.
HubSpot made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #917 holding.
Montag & Associates first reported a position in HubSpot in Q4 2022 and has held it in 14 quarters since.
Montag & Associates's HubSpot position peaked at $89.7K in Q4 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.