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HUBS icon

Optimize Financial’s HubSpot HUBS Stock Holding History

Optimize Financial’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 		$289K Buy
+1,184
New +$332K 0.14% 266

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 $94.8B AUM 24.11% 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

Optimize Financial's HUBS Position: Q1 2026 in Review

Optimize Financial opened a new position in HubSpot (HUBS) in Q1 2026: 1,184 shares worth $289K. The stake represents 0.14% of the portfolio and ranks #266 among its holdings.

675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Optimize Financial held 1,184 shares of HubSpot worth $289K as of Q1 2026.
  • HubSpot was a new Optimize Financial position in Q1 2026.
  • HubSpot made up 0.14% of Optimize Financial's portfolio in Q1 2026, its #266 holding.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.