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Rothschild Investment LLC’s HubSpot HUBS Stock Holding History

Rothschild Investment LLC’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 		$3.64M Buy
19,921
+11,242
+130% +$2.35M 0.14% 145
2026
Q1 		$2.12M Buy
8,679
+8,471
+4,073% +$2.38M 0.11% 163
2025
Q4 		$83.5K Sell
208
-881
-81% -$365K ﹤0.01% 863
2025
Q3 		$509K Buy
1,089
+1,086
+36,200% +$546K 0.03% 342
2025
Q2 		$1.67K Buy
3
+1
+50% +$586 ﹤0.01% 2182
2025
Q1 		$1.14K Hold
2
– – ﹤0.01% 2266
2024
Q4 		$1.39K Hold
2
– – ﹤0.01% 2022
2024
Q3 		$1.06K Buy
+2
New +$1K ﹤0.01% 2127

Other funds holding HUBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Investment LLC's HUBS Position: Q2 2026 in Review

Rothschild Investment LLC increased its HubSpot (HUBS) stake by 130% in Q2 2026, buying an estimated $2.35M and bringing the position to 19,921 shares worth $3.64M. The position accounts for 0.14% of the portfolio, ranked #145.

Rothschild Investment LLC first reported a position in HUBS in Q3 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Rothschild Investment LLC held 19,921 shares of HubSpot worth $3.64M as of Q2 2026.
  • Rothschild Investment LLC bought 11,242 HubSpot shares in Q2 2026, an estimated $2.35M.
  • HubSpot made up 0.14% of Rothschild Investment LLC's portfolio in Q2 2026, its #145 holding.
  • Rothschild Investment LLC first reported a position in HubSpot in Q3 2024 and has held it in 8 quarters since.
  • 440 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.