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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
Q3 		$282K Sell
1,374
-102
-7% -$23K 0.1% 195
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Ridgewood Investments's HUBS Position: Q3 2026 in Review

Ridgewood Investments reduced its HubSpot (HUBS) stake by 6.9% in Q3 2026, selling an estimated $23K and leaving 1,374 shares worth $282K. 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 27 quarters since. The position peaked at $1.12M in Q3 2021. 16 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Ridgewood Investments held 1,374 shares of HubSpot worth $282K as of Q3 2026.
  • Ridgewood Investments sold 102 HubSpot shares in Q3 2026, an estimated $23K.
  • HubSpot made up 0.1% of Ridgewood Investments's portfolio in Q3 2026, its #195 holding.
  • Ridgewood Investments first reported a position in HubSpot in Q4 2019 and has held it in 27 quarters since.
  • Ridgewood Investments's HubSpot position peaked at $1.12M in Q3 2021.
  • 16 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.