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Synergy Financial Group’s HubSpot HUBS Stock Holding History

Synergy Financial Group’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
-792
Closed -$318K – 127
2025
Q4 		$318K Sell
792
-33
-4% -$13.7K 0.22% 79
2025
Q3 		$386K Sell
825
-5
-0.6% -$2.52K 0.26% 66
2025
Q2 		$462K Sell
830
-15
-2% -$8.79K 0.34% 52
2025
Q1 		$483K Sell
845
-2
-0.2% -$1.4K 0.43% 49
2024
Q4 		$590K Sell
847
-86
-9% -$55.3K 0.49% 41
2024
Q3 		$496K Buy
933
+116
+14% +$58.3K 0.47% 43
2024
Q2 		$482K Buy
817
+270
+49% +$166K 0.5% 42
2024
Q1 		$343K Buy
547
+87
+19% +$52.3K 0.39% 55
2023
Q4 		$267K Sell
460
-23
-5% -$11.1K 0.33% 66
2023
Q3 		$238K Hold
483
– – 0.33% 69
2023
Q2 		$257K Hold
483
– – 0.35% 67
2023
Q1 		$207K Buy
+483
New +$176K 0.34% 75
2022
Q4 		– Sell
-1,116
Closed -$301K – 79
2022
Q3 		$301K Hold
1,116
– – 0.45% 61
2022
Q2 		$336K Sell
1,116
-161
-13% -$58.8K 0.53% 57
2022
Q1 		$606K Sell
1,277
-3
-0.2% -$1.45K 0.64% 45
2021
Q4 		$844K Buy
+1,280
New +$968K 0.76% 37

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

Synergy Financial Group's HUBS Position: Q1 2026 in Review

Synergy Financial Group sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 792 shares — an estimated $318K sold.

Synergy Financial Group first reported a position in HUBS in Q4 2021 and held it in 16 quarters. The position peaked at $844K in Q4 2021. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Synergy Financial Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 792 HubSpot shares in Q1 2026, an estimated $318K.
  • Synergy Financial Group first reported a position in HubSpot in Q4 2021 and held it in 16 quarters.
  • Synergy Financial Group's HubSpot position peaked at $844K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.