SGI
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Summit Global Investments’s HubSpot HUBS Stock Holding History

Summit Global Investments’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
-4,110
Closed -$1.65M – 506
2025
Q4 		$1.65M Sell
4,110
-4,281
-51% -$1.77M 0.1% 110
2025
Q3 		$3.92M Sell
8,391
-141
-2% -$70.9K 0.23% 67
2025
Q2 		$4.75M Buy
8,532
+7,507
+732% +$4.4M 0.28% 65
2025
Q1 		$586K Sell
1,025
-250
-20% -$175K 0.04% 267
2024
Q4 		$889K Buy
1,275
+17
+1% +$10.9K 0.06% 235
2024
Q3 		$669K Buy
1,258
+88
+8% +$44.2K 0.04% 321
2024
Q2 		$690K Sell
1,170
-395
-25% -$242K 0.05% 299
2024
Q1 		$980K Sell
1,565
-5,600
-78% -$3.37M 0.07% 216
2023
Q4 		$4.16M Buy
7,165
+2,615
+57% +$1.26M 0.27% 80
2023
Q3 		$2.24M Buy
4,550
+1,507
+50% +$787K 0.15% 122
2023
Q2 		$1.62M Sell
3,043
-5,689
-65% -$2.67M 0.11% 150
2023
Q1 		$3.74M Buy
+8,732
New +$3.19M 0.29% 88

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return