Prospera Financial Services’s HubSpot HUBS Stock Holding History

Prospera Financial Services’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	–	Sell	-2,945	Closed	-$719K	–	1502
2026 Q1	$719K	Buy	+2,945	New	+$826K	0.01%	858
2024 Q3	–	Sell	-463	Closed	-$273K	–	1154
2024 Q2	$273K	Sell	463 -77	-14%	-$47.2K	0.01%	955
2024 Q1	$338K	Buy	540 +176	+48%	+$106K	0.01%	855
2023 Q4	$211K	Buy	+364	New	+$175K	0.01%	983
2022 Q3	–	Sell	-372	Closed	-$112K	–	1180
2022 Q2	$112K	Sell	372 -15	-4%	-$5.48K	0.01%	868
2022 Q1	$184K	Buy	+387	New	+$187K	0.01%	907
2020 Q4	–	Sell	-655	Closed	-$191K	–	1068
2020 Q3	$191K	Buy	+655	New	+$172K	0.07%	241

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Prospera Financial Services's HUBS Position: Q2 2026 in Review

Prospera Financial Services sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 2,945 shares — an estimated $719K sold.

Prospera Financial Services first reported a position in HUBS in Q3 2020 and held it in 7 quarters. The position peaked at $719K in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Prospera Financial Services reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 2,945 HubSpot shares in Q2 2026, an estimated $719K.
Prospera Financial Services first reported a position in HubSpot in Q3 2020 and held it in 7 quarters.
Prospera Financial Services's HubSpot position peaked at $719K in Q1 2026.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.