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 Q2	$9.54M	Buy	52,260 +20,658	+65%	+$4.32M	﹤0.01%	2208
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 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

Raymond James Financial's HUBS Position: Q2 2026 in Review

Raymond James Financial increased its HubSpot (HUBS) stake by 65% in Q2 2026, buying an estimated $4.32M and bringing the position to 52,260 shares worth $9.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Raymond James Financial first reported a position in HUBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $157M in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Raymond James Financial held 52,260 shares of HubSpot worth $9.54M as of Q2 2026.
Raymond James Financial bought 20,658 HubSpot shares in Q2 2026, an estimated $4.32M.
HubSpot made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2208 holding.
Raymond James Financial first reported a position in HubSpot in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's HubSpot position peaked at $157M in Q4 2024.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.