Valley National Advisers’s HubSpot HUBS Stock Holding History

Valley National Advisers’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	-6	Closed	-$2K	–	901
2025 Q4	$2K	Hold	6	–	–	﹤0.01%	784
2025 Q3	$2K	Buy	+6	New	+$3.02K	﹤0.01%	736
2024 Q3	–	Sell	-96	Closed	-$56K	–	921
2024 Q2	$56K	Sell	96 -1	-1%	-$613	0.01%	377
2024 Q1	$60K	Buy	97 +14	+17%	+$8.41K	0.01%	387
2023 Q4	$48K	Buy	83 +14	+20%	+$6.74K	0.01%	408
2023 Q3	$34K	Buy	69 +2	+3%	+$1.04K	0.01%	433
2023 Q2	$36K	Sell	67 -5	-7%	-$2.34K	0.01%	435
2023 Q1	$30K	Buy	72 +66	+1,100%	+$24.1K	0.01%	457
2022 Q4	$1K	Sell	6 -6	-50%	-$1.7K	﹤0.01%	789
2022 Q3	$3K	Buy	12 +2	+20%	+$635	﹤0.01%	743
2022 Q2	$3K	Buy	10 +1	+11%	+$365	﹤0.01%	719
2022 Q1	$4K	Sell	9 -6	-40%	-$2.91K	﹤0.01%	718
2021 Q4	$10K	Buy	15 +4	+36%	+$3.03K	﹤0.01%	599
2021 Q3	$7K	Buy	11 +6	+120%	+$3.87K	﹤0.01%	624
2021 Q2	$3K	Buy	5 +2	+67%	+$1.04K	﹤0.01%	737
2021 Q1	$1K	Buy	+3	New	+$1.32K	﹤0.01%	794

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley National Advisers's HUBS Position: Q1 2026 in Review

Valley National Advisers sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 6 shares — an estimated $2K sold.

Valley National Advisers first reported a position in HUBS in Q1 2021 and held it in 16 quarters. The position peaked at $60K in Q1 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Valley National Advisers reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 6 HubSpot shares in Q1 2026, an estimated $2K.
Valley National Advisers first reported a position in HubSpot in Q1 2021 and held it in 16 quarters.
Valley National Advisers's HubSpot position peaked at $60K in Q1 2024.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.