SRH Advisors’s HubSpot HUBS Stock Holding History

SRH 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 Q1	–	Sell	-21	Closed	-$8.43K	–	291
2025 Q4	$8.43K	Hold	21	–	–	﹤0.01%	232
2025 Q3	$9.82K	Hold	21	–	–	﹤0.01%	213
2025 Q2	$11.7K	Hold	21	–	–	﹤0.01%	200
2025 Q1	$12K	Hold	21	–	–	﹤0.01%	201
2024 Q4	$14.6K	Hold	21	–	–	﹤0.01%	197
2024 Q3	$11.2K	Hold	21	–	–	﹤0.01%	209
2024 Q2	$12.4K	Hold	21	–	–	﹤0.01%	201
2024 Q1	$13.2K	Hold	21	–	–	﹤0.01%	200
2023 Q4	$12.2K	Hold	21	–	–	﹤0.01%	198
2023 Q3	$10.3K	Hold	21	–	–	0.01%	194
2023 Q2	$9K	Hold	21	–	–	﹤0.01%	204
2023 Q1	$9K	Hold	21	–	–	﹤0.01%	205
2022 Q4	$6K	Hold	21	–	–	﹤0.01%	232
2022 Q3	$6K	Hold	21	–	–	0.01%	241
2022 Q2	$6K	Hold	21	–	–	0.01%	238
2022 Q1	$10K	Hold	21	–	–	0.01%	216
2021 Q4	$14K	Hold	21	–	–	0.02%	198
2021 Q3	$14K	Hold	21	–	–	0.02%	195
2021 Q2	$12K	Hold	21	–	–	0.01%	203
2021 Q1	$10K	Hold	21	–	–	0.01%	207
2020 Q4	$8K	Hold	21	–	–	0.01%	212
2020 Q3	$6K	Buy	+21	New	+$5.5K	0.01%	218

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRH Advisors's HUBS Position: Q1 2026 in Review

SRH Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 21 shares — an estimated $8.43K sold.

SRH Advisors first reported a position in HUBS in Q3 2020 and held it in 22 quarters. The position peaked at $14.6K in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

SRH Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
SRH Advisors sold 21 HubSpot shares in Q1 2026, an estimated $8.43K.
SRH Advisors first reported a position in HubSpot in Q3 2020 and held it in 22 quarters.
SRH Advisors's HubSpot position peaked at $14.6K in Q4 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.