Osaic Holdings’s HubSpot HUBS Stock Holding History

Osaic Holdings’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
2025 Q4	–	Sell	-1	Closed	-$4.17K	–	7991
2025 Q3	$4.17K	Hold	1	–	–	﹤0.01%	6851
2025 Q2	$10K	Hold	1	–	–	﹤0.01%	6143
2025 Q1	$12.2K	Hold	1	–	–	﹤0.01%	5673
2024 Q4	$23.6K	Hold	1	–	–	﹤0.01%	5239
2024 Q3	$11.3K	Hold	1	–	–	﹤0.01%	5748
2024 Q2	$15.7K	Hold	1	–	–	﹤0.01%	5509
2024 Q1	$22K	Buy	+1	New	+$601	﹤0.01%	5307
2023 Q4	–	Sell	-1	Closed	-$10.9K	–	7380
2023 Q3	$10.9K	Hold	1	–	–	﹤0.01%	5875
2023 Q2	$15.8K	Hold	1	–	–	﹤0.01%	5714
2023 Q1	$9.23K	Hold	1	–	–	﹤0.01%	6024
2022 Q4	$4K	Sell	1 -1	-50%	-$283	﹤0.01%	6391
2022 Q3	$4K	Hold	2	–	–	﹤0.01%	6480
2022 Q2	$6K	Hold	2	–	–	﹤0.01%	6381
2022 Q1	$19K	Buy	2 +1	+100%	+$484	﹤0.01%	5729
2021 Q4	$11K	Buy	+1	New	+$756	﹤0.01%	6182

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 $105B AUM 38.07% 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

Osaic Holdings's HUBS Position: Q1 2026 in Review

Osaic Holdings increased its HubSpot (HUBS) stake by 59% in Q1 2026, buying an estimated $828K and bringing the position to 7,971 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Osaic Holdings first reported a position in HUBS in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.41M in Q3 2021. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Osaic Holdings held 7,971 shares of HubSpot worth $1.95M as of Q1 2026.
Osaic Holdings bought 2,953 HubSpot shares in Q1 2026, an estimated $828K.
HubSpot made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2099 holding.
Osaic Holdings first reported a position in HubSpot in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's HubSpot position peaked at $5.41M in Q3 2021.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.