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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's HUBS Position: Q1 2026 in Review

Root Financial Partners reduced its HubSpot (HUBS) stake by 89% in Q1 2026, selling an estimated $23.8K and leaving 11 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Root Financial Partners first reported a position in HUBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Root Financial Partners held 11 shares of HubSpot worth $2.69K as of Q1 2026.
  • Root Financial Partners sold 85 HubSpot shares in Q1 2026, an estimated $23.8K.
  • HubSpot made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2191 holding.
  • Root Financial Partners first reported a position in HubSpot in Q1 2025 and has held it in 5 quarters since.
  • Root Financial Partners's HubSpot position peaked at $1.49M in Q1 2025.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.