Redwood Financial Network’s HubSpot HUBS Stock Holding History

Redwood Financial Network’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	–	Sell	-836	Closed	-$335K	–	176
2025 Q4	$335K	Hold	836	–	–	0.21%	127
2025 Q3	$391K	Hold	836	–	–	0.25%	117
2025 Q2	$465K	Hold	836	–	–	0.31%	98
2025 Q1	$478K	Hold	836	–	–	0.36%	84
2024 Q4	$583K	Sell	836 -11	-1%	-$7.07K	0.43%	70
2024 Q3	$450K	Sell	847 -15	-2%	-$7.53K	0.35%	91
2024 Q2	$508K	Hold	862	–	–	0.43%	75
2024 Q1	$540K	Hold	862	–	–	0.47%	67
2023 Q4	$500K	Hold	862	–	–	0.49%	70
2023 Q3	$425K	Sell	862 -16	-2%	-$8.36K	0.45%	78
2023 Q2	$467K	Hold	878	–	–	0.44%	76
2023 Q1	$376K	Buy	878 +9	+1%	+$3.28K	0.38%	88
2022 Q4	$251K	Buy	869 +11	+1%	+$3.12K	0.29%	110
2022 Q3	$232K	Buy	858 +29	+3%	+$9.21K	0.26%	112
2022 Q2	$249K	Buy	829 +28	+3%	+$10.2K	0.27%	111
2022 Q1	$380K	Buy	+801	New	+$388K	0.35%	91

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Financial Network's HUBS Position: Q1 2026 in Review

Redwood Financial Network sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 836 shares — an estimated $335K sold.

Redwood Financial Network first reported a position in HUBS in Q1 2022 and held it in 16 quarters. The position peaked at $583K in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Redwood Financial Network reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Redwood Financial Network sold 836 HubSpot shares in Q1 2026, an estimated $335K.
Redwood Financial Network first reported a position in HubSpot in Q1 2022 and held it in 16 quarters.
Redwood Financial Network's HubSpot position peaked at $583K in Q4 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

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