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Stephens Inc’s HubSpot HUBS Stock Holding History

Stephens Inc’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
-1,393
Closed -$559K – 1356
2025
Q4 		$559K Sell
1,393
-69
-5% -$28.6K 0.01% 809
2025
Q3 		$684K Sell
1,462
-152
-9% -$76.5K 0.01% 750
2025
Q2 		$898K Sell
1,614
-72
-4% -$42.2K 0.01% 654
2025
Q1 		$963K Sell
1,686
-102
-6% -$71.5K 0.01% 624
2024
Q4 		$1.25M Sell
1,788
-12
-0.7% -$7.71K 0.02% 550
2024
Q3 		$957K Sell
1,800
-29
-2% -$14.6K 0.01% 622
2024
Q2 		$1.08M Sell
1,829
-126
-6% -$77.3K 0.02% 570
2024
Q1 		$1.22M Buy
1,955
+61
+3% +$36.7K 0.02% 526
2023
Q4 		$1.1M Sell
1,894
-66
-3% -$31.8K 0.02% 516
2023
Q3 		$965K Buy
1,960
+28
+1% +$14.6K 0.02% 523
2023
Q2 		$1.03M Sell
1,932
-87
-4% -$40.8K 0.02% 545
2023
Q1 		$866K Buy
2,019
+112
+6% +$40.9K 0.02% 566
2022
Q4 		$551K Sell
1,907
-73
-4% -$20.7K 0.01% 662
2022
Q3 		$535K Sell
1,980
-393
-17% -$125K 0.01% 686
2022
Q2 		$713K Buy
2,373
+314
+15% +$115K 0.01% 614
2022
Q1 		$978K Buy
2,059
+5
+0.2% +$2.42K 0.02% 599
2021
Q4 		$1.35M Sell
2,054
-156
-7% -$118K 0.02% 542
2021
Q3 		$1.49M Buy
2,210
+1,210
+121% +$780K 0.02% 526
2021
Q2 		$583K Hold
1,000
– – 0.01% 824
2021
Q1 		$454K Hold
1,000
– – 0.01% 874
2020
Q4 		$396K Hold
1,000
– – 0.01% 841
2020
Q3 		$292K Sell
1,000
-1,156
-54% -$303K 0.01% 883
2020
Q2 		$484K Sell
2,156
-298
-12% -$53.6K 0.01% 707
2020
Q1 		$327K Buy
+2,454
New +$408K 0.01% 752

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Inc's HUBS Position: Q1 2026 in Review

Stephens Inc sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1,393 shares — an estimated $559K sold.

Stephens Inc first reported a position in HUBS in Q1 2020 and held it in 24 quarters. The position peaked at $1.49M in Q3 2021. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Stephens Inc reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 1,393 HubSpot shares in Q1 2026, an estimated $559K.
  • Stephens Inc first reported a position in HubSpot in Q1 2020 and held it in 24 quarters.
  • Stephens Inc's HubSpot position peaked at $1.49M in Q3 2021.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.