Root Financial Partners
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
Q3 		$76K Buy
+371
New +$83.6K ﹤0.01% 879
2026
Q2 		– Sell
-11
Closed -$2.68K – 1663
2026
Q1 		$2.68K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's HUBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in HubSpot (HUBS) in Q3 2026: 371 shares worth $76K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HUBS as recently as Q1 2026.

Root Financial Partners first reported a position in HUBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2025. 518 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Root Financial Partners held 371 shares of HubSpot worth $76K as of Q3 2026.
  • HubSpot was a new Root Financial Partners position in Q3 2026.
  • HubSpot made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #879 holding.
  • Root Financial Partners first reported a position in HubSpot in Q1 2025 and has held it in 6 quarters since.
  • Root Financial Partners's HubSpot position peaked at $1.49M in Q1 2025.
  • 518 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.