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HUBS icon

NewEdge Advisors’s HubSpot HUBS Stock Holding History

NewEdge 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
Q2 		$1.19M Buy
6,532
+317
+5% +$66.3K ﹤0.01% 1551
2026
Q1 		$1.52M Sell
6,215
-812
-12% -$228K 0.01% 1245
2025
Q4 		$2.82M Buy
7,027
+447
+7% +$185K 0.01% 901
2025
Q3 		$3.08M Buy
6,580
+1,792
+37% +$902K 0.01% 809
2025
Q2 		$2.66M Buy
4,788
+516
+12% +$302K 0.01% 804
2025
Q1 		$2.44M Buy
4,272
+618
+17% +$434K 0.01% 775
2024
Q4 		$2.55M Sell
3,654
-259
-7% -$167K 0.02% 733
2024
Q3 		$2.08M Buy
3,913
+569
+17% +$286K 0.01% 777
2024
Q2 		$1.97M Buy
3,344
+72
+2% +$44.2K 0.01% 757
2024
Q1 		$2.05M Buy
3,272
+637
+24% +$383K 0.02% 676
2023
Q4 		$1.55M Buy
2,635
+605
+30% +$291K 0.01% 759
2023
Q3 		$1,000K Buy
2,030
+1,827
+900% +$954K 0.01% 865
2023
Q2 		$108K Buy
203
+3
+2% +$1.41K ﹤0.01% 1826
2023
Q1 		$85.8K Sell
200
-225
-53% -$82.1K ﹤0.01% 1798
2022
Q4 		$65.1K Buy
+425
New +$120K ﹤0.01% 1614
2021
Q3 		– Sell
-593
Closed -$346K – 1174
2021
Q2 		$346K Buy
+593
New +$309K 0.01% 845

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

NewEdge Advisors's HUBS Position: Q2 2026 in Review

NewEdge Advisors increased its HubSpot (HUBS) stake by 5.1% in Q2 2026, buying an estimated $66.3K and bringing the position to 6,532 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

NewEdge Advisors first reported a position in HUBS in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.08M in Q3 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • NewEdge Advisors held 6,532 shares of HubSpot worth $1.19M as of Q2 2026.
  • NewEdge Advisors bought 317 HubSpot shares in Q2 2026, an estimated $66.3K.
  • HubSpot made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1551 holding.
  • NewEdge Advisors first reported a position in HubSpot in Q2 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's HubSpot position peaked at $3.08M in Q3 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.