New York Life Investment Management’s HubSpot HUBS Stock Holding History

New York Life Investment Management’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	$1.21M	Buy	6,623 +5,529	+505%	+$1.16M	0.01%	655
2026 Q1	$267K	Buy	1,094 +566	+107%	+$159K	﹤0.01%	773
2025 Q4	$212K	Sell	528 -80	-13%	-$33.1K	﹤0.01%	764
2025 Q3	$284K	Sell	608 -176	-22%	-$88.5K	﹤0.01%	798
2025 Q2	$436K	Sell	784 -14	-2%	-$8.2K	﹤0.01%	773
2025 Q1	$456K	Sell	798 -76	-9%	-$53.3K	﹤0.01%	786
2024 Q4	$609K	Buy	874 +52	+6%	+$33.4K	0.01%	761
2024 Q3	$437K	Sell	822 -46	-5%	-$23.1K	﹤0.01%	818
2024 Q2	$512K	Sell	868 -66	-7%	-$40.5K	0.01%	801
2024 Q1	$585K	Buy	934 +13	+1%	+$7.81K	0.01%	770
2023 Q4	$535K	Buy	921 +188	+26%	+$90.4K	0.01%	804
2023 Q3	$361K	Sell	733 -75	-9%	-$39.2K	﹤0.01%	983
2023 Q2	$430K	Sell	808 -37	-4%	-$17.3K	﹤0.01%	886
2023 Q1	$362K	Sell	845 -17	-2%	-$6.2K	﹤0.01%	1155
2022 Q4	$249K	Buy	862 +26	+3%	+$7.37K	﹤0.01%	1152
2022 Q3	$226K	Buy	836 +15	+2%	+$4.76K	﹤0.01%	1164
2022 Q2	$247K	Buy	+821	New	+$300K	﹤0.01%	1202

Other funds holding HUBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

New York Life Investment Management's HUBS Position: Q2 2026 in Review

New York Life Investment Management increased its HubSpot (HUBS) stake by 505% in Q2 2026, buying an estimated $1.16M and bringing the position to 6,623 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #655.

New York Life Investment Management first reported a position in HUBS in Q2 2022 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

New York Life Investment Management held 6,623 shares of HubSpot worth $1.21M as of Q2 2026.
New York Life Investment Management bought 5,529 HubSpot shares in Q2 2026, an estimated $1.16M.
HubSpot made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #655 holding.
New York Life Investment Management first reported a position in HubSpot in Q2 2022 and has held it in 17 quarters since.
375 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.