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Values First Advisors’s HubSpot HUBS Stock Holding History

Values First 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 		$250K Buy
1,023
+13
+1% +$3.65K 0.13% 149
2025
Q4 		$405K Buy
1,010
+27
+3% +$11.2K 0.21% 115
2025
Q3 		$460K Sell
983
-42
-4% -$21.1K 0.25% 107
2025
Q2 		$570K Sell
1,025
-14
-1% -$8.2K 0.31% 93
2025
Q1 		$595K Sell
1,039
-11
-1% -$7.72K 0.35% 74
2024
Q4 		$732K Sell
1,050
-174
-14% -$112K 0.4% 71
2024
Q3 		$650K Buy
1,224
+12
+1% +$6.03K 0.35% 73
2024
Q2 		$715K Sell
1,212
-77
-6% -$47.2K 0.43% 64
2024
Q1 		$808K Sell
1,289
-138
-10% -$82.9K 0.47% 64
2023
Q4 		$828K Buy
1,427
+16
+1% +$7.7K 0.5% 61
2023
Q3 		$695K Sell
1,411
-242
-15% -$126K 0.45% 67
2023
Q2 		$880K Sell
1,653
-522
-24% -$245K 0.53% 54
2023
Q1 		$933K Sell
2,175
-148
-6% -$54K 0.59% 47
2022
Q4 		$672K Sell
2,323
-78
-3% -$22.1K 0.47% 62
2022
Q3 		$648K Buy
2,401
+704
+41% +$224K 0.47% 69
2022
Q2 		$510K Buy
1,697
+189
+13% +$69K 0.36% 84
2022
Q1 		$716K Buy
1,508
+411
+37% +$199K 0.45% 69
2021
Q4 		$723K Sell
1,097
-28
-2% -$21.2K 0.43% 75
2021
Q3 		$760K Sell
1,125
-154
-12% -$99.2K 0.49% 67
2021
Q2 		$746K Sell
1,279
-689
-35% -$359K 0.51% 69
2021
Q1 		$894K Buy
1,968
+131
+7% +$57.6K 0.66% 54
2020
Q4 		$728K Sell
1,837
-980
-35% -$344K 0.58% 61
2020
Q3 		$823K Sell
2,817
-809
-22% -$212K 0.76% 49
2020
Q2 		$814K Sell
3,626
-175
-5% -$31.5K 0.81% 50
2020
Q1 		$506K Buy
3,801
+242
+7% +$40.2K 0.61% 56
2019
Q4 		$564K Buy
+3,559
New +$545K 0.54% 60

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's HUBS Position: Q1 2026 in Review

Values First Advisors increased its HubSpot (HUBS) stake by 1.3% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,023 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #149.

Values First Advisors first reported a position in HUBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $933K in Q1 2023. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Values First Advisors held 1,023 shares of HubSpot worth $250K as of Q1 2026.
  • Values First Advisors bought 13 HubSpot shares in Q1 2026, an estimated $3.65K.
  • HubSpot made up 0.13% of Values First Advisors's portfolio in Q1 2026, its #149 holding.
  • Values First Advisors first reported a position in HubSpot in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's HubSpot position peaked at $933K in Q1 2023.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.