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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 $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

Summit Global Investments's HUBS Position: Q1 2026 in Review

Summit Global Investments sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 4,110 shares — an estimated $1.65M sold.

Summit Global Investments first reported a position in HUBS in Q1 2023 and held it in 12 quarters. The position peaked at $4.75M in Q2 2025. 680 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Summit Global Investments reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,110 HubSpot shares in Q1 2026, an estimated $1.65M.
  • Summit Global Investments first reported a position in HubSpot in Q1 2023 and held it in 12 quarters.
  • Summit Global Investments's HubSpot position peaked at $4.75M in Q2 2025.
  • 680 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.