TFC Financial Management’s HubSpot HUBS Stock Holding History

TFC Financial Management’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	$45.4K	Sell	186 -107	-37%	-$30K	0.01%	285
2025 Q4	$118K	Sell	293 -1	-0.3%	-$414	0.01%	186
2025 Q3	$138K	Hold	294	–	–	0.02%	160
2025 Q2	$164K	Hold	294	–	–	0.02%	145
2025 Q1	$168K	Hold	294	–	–	0.03%	136
2024 Q4	$205K	Hold	294	–	–	0.03%	126
2024 Q3	$156K	Hold	294	–	–	0.02%	145
2024 Q2	$173K	Sell	294 -68	-19%	-$41.7K	0.03%	130
2024 Q1	$227K	Hold	362	–	–	0.04%	107
2023 Q4	$210K	Hold	362	–	–	0.04%	112
2023 Q3	$178K	Sell	362 -73	-17%	-$38.1K	0.04%	116
2023 Q2	$231K	Buy	435 +297	+215%	+$139K	0.06%	97
2023 Q1	$59.2K	Buy	+138	New	+$50.4K	0.02%	215
2022 Q1	–	Sell	-7	Closed	-$5K	–	550
2021 Q4	$5K	Buy	7 +3	+75%	+$2.27K	﹤0.01%	391
2021 Q3	$3K	Buy	+4	New	+$2.58K	﹤0.01%	416

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

TFC Financial Management's HUBS Position: Q1 2026 in Review

TFC Financial Management reduced its HubSpot (HUBS) stake by 37% in Q1 2026, selling an estimated $30K and leaving 186 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #285.

TFC Financial Management first reported a position in HUBS in Q3 2021 and has held it in 15 quarters since. The position peaked at $231K in Q2 2023. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

TFC Financial Management held 186 shares of HubSpot worth $45.4K as of Q1 2026.
TFC Financial Management sold 107 HubSpot shares in Q1 2026, an estimated $30K.
HubSpot made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #285 holding.
TFC Financial Management first reported a position in HubSpot in Q3 2021 and has held it in 15 quarters since.
TFC Financial Management's HubSpot position peaked at $231K in Q2 2023.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.