TFB Advisors’s HubSpot HUBS Stock Holding History

TFB 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	–	Sell	-696	Closed	-$279K	–	239
2025 Q4	$279K	Buy	696 +151	+28%	+$62.5K	0.08%	256
2025 Q3	$249K	Sell	545 -6	-1%	-$3.02K	0.07%	268
2025 Q2	$307K	Buy	551 +75	+16%	+$43.9K	0.08%	257
2025 Q1	$272K	Buy	+476	New	+$334K	0.08%	268

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

TFB Advisors's HUBS Position: Q1 2026 in Review

TFB Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 696 shares — an estimated $279K sold.

TFB Advisors first reported a position in HUBS in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

TFB Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 696 HubSpot shares in Q1 2026, an estimated $279K.
TFB Advisors first reported a position in HubSpot in Q1 2025 and held it in 4 quarters.
TFB Advisors's HubSpot position peaked at $307K in Q2 2025.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.