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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
Q2 		– Sell
-1,023
Closed -$250K – 193
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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Values First Advisors's HUBS Position: Q2 2026 in Review

Values First Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 1,023 shares — an estimated $250K sold.

Values First Advisors first reported a position in HUBS in Q4 2019 and held it in 26 quarters. The position peaked at $933K in Q1 2023. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Values First Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Values First Advisors sold 1,023 HubSpot shares in Q2 2026, an estimated $250K.
  • Values First Advisors first reported a position in HubSpot in Q4 2019 and held it in 26 quarters.
  • Values First Advisors's HubSpot position peaked at $933K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.