Summit Trail Advisors’s HubSpot HUBS Stock Holding History

Summit Trail 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	$1.72M	Buy	7,036 +1,902	+37%	+$534K	0.02%	639
2025 Q4	$2.06M	Buy	5,134 +1,908	+59%	+$790K	0.04%	386
2025 Q3	$1.51M	Buy	3,226 +2,806	+668%	+$1.41M	0.02%	600
2025 Q2	$234K	Buy	+420	New	+$246K	﹤0.01%	1005
2018 Q1	–	Sell	-14	Closed	-$1K	–	992
2017 Q4	$1K	Buy	+14	New	+$1.18K	﹤0.01%	1810

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

Summit Trail Advisors's HUBS Position: Q1 2026 in Review

Summit Trail Advisors increased its HubSpot (HUBS) stake by 37% in Q1 2026, buying an estimated $534K and bringing the position to 7,036 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #639.

Summit Trail Advisors first reported a position in HUBS in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.06M in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Summit Trail Advisors held 7,036 shares of HubSpot worth $1.72M as of Q1 2026.
Summit Trail Advisors bought 1,902 HubSpot shares in Q1 2026, an estimated $534K.
HubSpot made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #639 holding.
Summit Trail Advisors first reported a position in HubSpot in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's HubSpot position peaked at $2.06M in Q4 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.