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Vise Technologies’s HubSpot HUBS Stock Holding History

Vise Technologies’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 		$224K Hold
557
– – ﹤0.01% 1322
2025
Q4 		$224K Buy
557
+69
+14% +$28.6K ﹤0.01% 1332
2025
Q3 		$228K Sell
488
-75
-13% -$37.7K 0.01% 1050
2025
Q2 		$313K Buy
+563
New +$330K 0.01% 825
2024
Q4 		$219K Buy
+314
New +$202K 0.02% 735

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

Vise Technologies's HUBS Position: Q1 2026 in Review

Vise Technologies held its HubSpot (HUBS) position steady in Q1 2026 at 557 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Vise Technologies first reported a position in HUBS in Q4 2024 and has held it in 5 quarters since. The position peaked at $313K in Q2 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Vise Technologies held 557 shares of HubSpot worth $224K as of Q1 2026.
  • Vise Technologies left its HubSpot share count unchanged in Q1 2026.
  • HubSpot made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1322 holding.
  • Vise Technologies first reported a position in HubSpot in Q4 2024 and has held it in 5 quarters since.
  • Vise Technologies's HubSpot position peaked at $313K in Q2 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.