Raymond James Financial
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Raymond James Financial’s HubSpot HUBS Stock Holding History

Raymond James 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 		$7.71M Sell
31,602
-115,318
-78% -$32.3M ﹤0.01% 2232
2025
Q4 		$59.4M Sell
146,920
-86,554
-37% -$35.9M 0.02% 742
2025
Q3 		$109M Sell
233,474
-10,807
-4% -$5.44M 0.04% 472
2025
Q2 		$136M Sell
244,281
-1,532
-0.6% -$897K 0.05% 364
2025
Q1 		$140M Buy
245,813
+20,460
+9% +$14.4M 0.05% 329
2024
Q4 		$157M Buy
+225,353
New +$145M 0.06% 300

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

Raymond James Financial's HUBS Position: Q1 2026 in Review

Raymond James Financial reduced its HubSpot (HUBS) stake by 78% in Q1 2026, selling an estimated $32.3M and leaving 31,602 shares worth $7.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Raymond James Financial first reported a position in HUBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $157M in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Raymond James Financial held 31,602 shares of HubSpot worth $7.71M as of Q1 2026.
  • Raymond James Financial sold 115,318 HubSpot shares in Q1 2026, an estimated $32.3M.
  • HubSpot made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2232 holding.
  • Raymond James Financial first reported a position in HubSpot in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's HubSpot position peaked at $157M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.