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 Q2	$1.26M	Sell	6,878 -158	-2%	-$33K	0.02%	880
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 $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Summit Trail Advisors's HUBS Position: Q2 2026 in Review

Summit Trail Advisors reduced its HubSpot (HUBS) stake by 2.2% in Q2 2026, selling an estimated $33K and leaving 6,878 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #880.

Summit Trail Advisors first reported a position in HUBS in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.06M in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Summit Trail Advisors held 6,878 shares of HubSpot worth $1.26M as of Q2 2026.
Summit Trail Advisors sold 158 HubSpot shares in Q2 2026, an estimated $33K.
HubSpot made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #880 holding.
Summit Trail Advisors first reported a position in HubSpot in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's HubSpot position peaked at $2.06M in Q4 2025.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.