Ridgewood Investments’s HubSpot HUBS Stock Holding History

Ridgewood Investments’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	$269K	Hold	1,476	–	–	0.1%	195
2026 Q1	$360K	Buy	+1,476	New	+$414K	0.15%	165
2025 Q3	$690K	Hold	1,476	–	–	0.29%	99
2025 Q2	$822K	Hold	1,476	–	–	0.35%	79
2025 Q1	$843K	Sell	1,476 -9	-0.6%	-$6.31K	0.39%	75
2024 Q4	$1.03M	Sell	1,485 -7	-0.5%	-$4.5K	0.5%	63
2024 Q3	$793K	Sell	1,492 -30	-2%	-$15.1K	0.4%	75
2024 Q2	$898K	Hold	1,522	–	–	0.45%	66
2024 Q1	$954K	Hold	1,522	–	–	0.5%	62
2023 Q4	$884K	Sell	1,522 -140	-8%	-$67.4K	0.52%	63
2023 Q3	$819K	Hold	1,662	–	–	0.54%	58
2023 Q2	$884K	Hold	1,662	–	–	0.5%	50
2023 Q1	$713K	Hold	1,662	–	–	0.44%	59
2022 Q4	$481K	Hold	1,662	–	–	0.34%	100
2022 Q3	$449K	Hold	1,662	–	–	0.37%	94
2022 Q2	$500K	Hold	1,662	–	–	0.39%	86
2022 Q1	$789K	Buy	1,662 +2	+0.1%	+$969	0.52%	60
2021 Q4	$1.09M	Hold	1,660	–	–	0.69%	41
2021 Q3	$1.12M	Sell	1,660 -40	-2%	-$25.8K	0.76%	38
2021 Q2	$991K	Sell	1,700 -600	-26%	-$313K	0.64%	56
2021 Q1	$1.04M	Hold	2,300	–	–	0.64%	50
2020 Q4	$672K	Hold	2,300	–	–	0.53%	57
2020 Q3	$672K	Hold	2,300	–	–	0.53%	58
2020 Q2	$516K	Buy	2,300 +450	+24%	+$80.9K	0.43%	84
2020 Q1	$246K	Buy	1,850 +470	+34%	+$78.1K	0.25%	118
2019 Q4	$219K	Buy	+1,380	New	+$211K	0.16%	166

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

Ridgewood Investments's HUBS Position: Q2 2026 in Review

Ridgewood Investments held its HubSpot (HUBS) position steady in Q2 2026 at 1,476 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #195.

Ridgewood Investments first reported a position in HUBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q3 2021. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Ridgewood Investments held 1,476 shares of HubSpot worth $269K as of Q2 2026.
Ridgewood Investments left its HubSpot share count unchanged in Q2 2026.
HubSpot made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #195 holding.
Ridgewood Investments first reported a position in HubSpot in Q4 2019 and has held it in 26 quarters since.
Ridgewood Investments's HubSpot position peaked at $1.12M in Q3 2021.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.