RFP
HUBS icon

Root Financial Partners’s HubSpot HUBS Stock Holding History

Root Financial Partners’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 		– Sell
-11
Closed -$2.69K – 1663
2026
Q1 		$2.69K Sell
11
-85
-89% -$23.8K ﹤0.01% 2191
2025
Q4 		$38.5K Sell
96
-1,018
-91% -$422K ﹤0.01% 828
2025
Q3 		$521K Sell
1,114
-158
-12% -$79.5K 0.03% 137
2025
Q2 		$708K Sell
1,272
-1,332
-51% -$780K 0.07% 92
2025
Q1 		$1.49M Buy
+2,604
New +$1.83M 0.16% 48

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

Root Financial Partners's HUBS Position: Q2 2026 in Review

Root Financial Partners sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 11 shares — an estimated $2.69K sold.

Root Financial Partners first reported a position in HUBS in Q1 2025 and held it in 5 quarters. The position peaked at $1.49M in Q1 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Root Financial Partners reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 HubSpot shares in Q2 2026, an estimated $2.69K.
  • Root Financial Partners first reported a position in HubSpot in Q1 2025 and held it in 5 quarters.
  • Root Financial Partners's HubSpot position peaked at $1.49M in Q1 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.