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Provident Living Financial Services’s HubSpot HUBS Stock Holding History

Provident Living 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 		$476K Buy
2,606
+1,351
+108% +$282K 0.47% 39
2026
Q1 		$306K Sell
1,255
-33
-3% -$9.26K 0.34% 44
2025
Q4 		$517K Buy
+1,288
New +$534K 0.51% 35

Other funds holding HUBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Provident Living Financial Services's HUBS Position: Q2 2026 in Review

Provident Living Financial Services increased its HubSpot (HUBS) stake by 108% in Q2 2026, buying an estimated $282K and bringing the position to 2,606 shares worth $476K. The position accounts for 0.47% of the portfolio, ranked #39.

Provident Living Financial Services first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q4 2025. 238 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Provident Living Financial Services held 2,606 shares of HubSpot worth $476K as of Q2 2026.
  • Provident Living Financial Services bought 1,351 HubSpot shares in Q2 2026, an estimated $282K.
  • HubSpot made up 0.47% of Provident Living Financial Services's portfolio in Q2 2026, its #39 holding.
  • Provident Living Financial Services first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • Provident Living Financial Services's HubSpot position peaked at $517K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.