Roundview Capital’s HubSpot HUBS Stock Holding History

Roundview Capital’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	–	Sell	-2,663	Closed	-$486K	–	357
2026 Q2	$486K	Sell	2,663 -3,933	-60%	-$822K	0.03%	270
2026 Q1	$1.61M	Buy	+6,596	New	+$1.85M	0.1%	175

Other funds holding HUBS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Roundview Capital's HUBS Position: Q3 2026 in Review

Roundview Capital sold out of HubSpot (HUBS) in Q3 2026, closing a stake of 2,663 shares — an estimated $486K sold.

Roundview Capital first reported a position in HUBS in Q1 2026 and held it in 2 quarters. The position peaked at $1.61M in Q1 2026. 518 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Roundview Capital reported no remaining HubSpot position as of Q3 2026 after selling out during the quarter.
Roundview Capital sold 2,663 HubSpot shares in Q3 2026, an estimated $486K.
Roundview Capital first reported a position in HubSpot in Q1 2026 and held it in 2 quarters.
Roundview Capital's HubSpot position peaked at $1.61M in Q1 2026.
518 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.