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Sequoia Financial Advisors’s HubSpot HUBS Stock Holding History

Sequoia Financial Advisors’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 		$727K Sell
3,982
-6,138
-61% -$1.28M ﹤0.01% 1093
2026
Q1 		$2.47M Buy
10,120
+8,784
+657% +$2.46M 0.01% 534
2025
Q4 		$536K Buy
1,336
+204
+18% +$84.5K ﹤0.01% 1248
2025
Q3 		$529K Buy
1,132
+147
+15% +$74K ﹤0.01% 1107
2025
Q2 		$548K Buy
985
+49
+5% +$28.7K ﹤0.01% 956
2025
Q1 		$535K Buy
936
+96
+11% +$67.3K ﹤0.01% 828
2024
Q4 		$585K Buy
840
+150
+22% +$96.4K 0.01% 747
2024
Q3 		$367K Buy
690
+100
+17% +$50.2K ﹤0.01% 880
2024
Q2 		$348K Buy
590
+59
+11% +$36.2K ﹤0.01% 831
2024
Q1 		$333K Sell
531
-1,008
-65% -$606K ﹤0.01% 819
2023
Q4 		$894K Buy
1,539
+1,077
+233% +$518K 0.01% 557
2023
Q3 		$228K Buy
462
+5
+1% +$2.61K ﹤0.01% 808
2023
Q2 		$243K Buy
+457
New +$214K ﹤0.01% 779

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

Sequoia Financial Advisors's HUBS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its HubSpot (HUBS) stake by 61% in Q2 2026, selling an estimated $1.28M and leaving 3,982 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Sequoia Financial Advisors first reported a position in HUBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.47M in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Sequoia Financial Advisors held 3,982 shares of HubSpot worth $727K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,138 HubSpot shares in Q2 2026, an estimated $1.28M.
  • HubSpot made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1093 holding.
  • Sequoia Financial Advisors first reported a position in HubSpot in Q2 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's HubSpot position peaked at $2.47M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.