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O'Shaughnessy Asset Management’s HubSpot HUBS Stock Holding History

O'Shaughnessy Asset 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 		$405K Sell
2,219
-114
-5% -$23.8K ﹤0.01% 1690
2026
Q1 		$569K Sell
2,333
-657
-22% -$184K ﹤0.01% 1469
2025
Q4 		$1.2M Sell
2,990
-916
-23% -$379K 0.01% 1064
2025
Q3 		$1.83M Buy
3,906
+587
+18% +$295K 0.01% 864
2025
Q2 		$1.85M Buy
3,319
+94
+3% +$55.1K 0.01% 807
2025
Q1 		$1.84M Buy
3,225
+740
+30% +$519K 0.01% 718
2024
Q4 		$1.73M Buy
2,485
+338
+16% +$217K 0.01% 710
2024
Q3 		$1.2M Buy
2,147
+397
+23% +$199K 0.01% 831
2024
Q2 		$1.03M Buy
1,750
+580
+50% +$356K 0.01% 837
2024
Q1 		$733K Buy
1,170
+234
+25% +$141K 0.01% 932
2023
Q4 		$543K Sell
936
-193
-17% -$92.9K 0.01% 971
2023
Q3 		$556K Buy
1,129
+620
+122% +$324K 0.01% 894
2023
Q2 		$271K Buy
+509
New +$239K ﹤0.01% 1091
2022
Q1 		– Sell
-379
Closed -$250K – 1313
2021
Q4 		$250K Buy
379
+11
+3% +$8.32K ﹤0.01% 959
2021
Q3 		$249K Sell
368
-467
-56% -$301K 0.01% 935
2021
Q2 		$486K Buy
835
+304
+57% +$159K 0.01% 673
2021
Q1 		$241K Buy
531
+22
+4% +$9.67K 0.01% 851
2020
Q4 		$202K Buy
509
+447
+721% +$157K 0.01% 822
2020
Q3 		$18K Buy
62
+55
+786% +$14.4K ﹤0.01% 1264
2020
Q2 		$2K Buy
+7
New +$1.26K ﹤0.01% 1498

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

O'Shaughnessy Asset Management's HUBS Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its HubSpot (HUBS) stake by 4.9% in Q2 2026, selling an estimated $23.8K and leaving 2,219 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

O'Shaughnessy Asset Management first reported a position in HUBS in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • O'Shaughnessy Asset Management held 2,219 shares of HubSpot worth $405K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 114 HubSpot shares in Q2 2026, an estimated $23.8K.
  • HubSpot made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1690 holding.
  • O'Shaughnessy Asset Management first reported a position in HubSpot in Q2 2020 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's HubSpot position peaked at $1.85M in Q2 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.