Wasatch Advisors’s HubSpot HUBS Stock Holding History

Wasatch 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	–	Sell	-5,729	Closed	-$2.3M	–	226
2025 Q4	$2.3M	Sell	5,729 -639	-10%	-$265K	0.01%	206
2025 Q3	$2.98M	Buy	6,368 +1,105	+21%	+$556K	0.02%	208
2025 Q2	$2.93M	Sell	5,263 -51	-1%	-$29.9K	0.02%	216
2025 Q1	$3.04M	Buy	5,314 +270	+5%	+$189K	0.02%	211
2024 Q4	$3.51M	Sell	5,044 -1,097	-18%	-$705K	0.02%	199
2024 Q3	$3.26M	Buy	6,141 +1,518	+33%	+$762K	0.02%	210
2024 Q2	$2.73M	Sell	4,623 -34,856	-88%	-$21.4M	0.01%	215
2024 Q1	$24.7M	Sell	39,479 -19,769	-33%	-$11.9M	0.13%	123
2023 Q4	$34.4M	Sell	59,248 -6,801	-10%	-$3.27M	0.19%	106
2023 Q3	$32.5M	Sell	66,049 -2,232	-3%	-$1.17M	0.21%	97
2023 Q2	$36.3M	Sell	68,281 -25,241	-27%	-$11.8M	0.22%	89
2023 Q1	$40.1M	Sell	93,522 -274	-0.3%	-$100K	0.25%	88
2022 Q4	$27.1M	Buy	93,796 +14,688	+19%	+$4.16M	0.18%	108
2022 Q3	$21.4M	Buy	79,108 +433	+0.6%	+$138K	0.15%	129
2022 Q2	$23.7M	Sell	78,675 -973	-1%	-$355K	0.15%	123
2022 Q1	$37.8M	Sell	79,648 -8,626	-10%	-$4.18M	0.19%	108
2021 Q4	$58.2M	Sell	88,274 -61,450	-41%	-$46.5M	0.24%	96
2021 Q3	$101M	Sell	149,724 -53,758	-26%	-$34.6M	0.41%	77
2021 Q2	$119M	Sell	203,482 -367,967	-64%	-$192M	0.48%	74
2021 Q1	$260M	Sell	571,449 -319,651	-36%	-$140M	1.17%	30
2020 Q4	$353M	Sell	891,100 -219,388	-20%	-$77M	1.74%	13
2020 Q3	$325M	Sell	1,110,488 -20,600	-2%	-$5.4M	2.06%	7
2020 Q2	$254M	Buy	1,131,088 +429,921	+61%	+$77.3M	1.84%	8
2020 Q1	$93.4M	Buy	701,167 +134,841	+24%	+$22.4M	0.97%	38
2019 Q4	$89.8M	Buy	566,326 +16,477	+3%	+$2.52M	0.74%	52
2019 Q3	$83.4M	Buy	549,849 +66,211	+14%	+$11.9M	0.79%	53
2019 Q2	$82.5M	Sell	483,638 -18,768	-4%	-$3.28M	0.8%	50
2019 Q1	$83.5M	Buy	502,406 +12,461	+3%	+$1.97M	0.91%	43
2018 Q4	$61.6M	Buy	489,945 +35,825	+8%	+$4.7M	0.82%	45
2018 Q3	$68.5M	Sell	454,120 -144,129	-24%	-$19.8M	0.78%	48
2018 Q2	$75M	Buy	598,249 +110,198	+23%	+$13.1M	0.9%	44
2018 Q1	$52.9M	Sell	488,051 -158,628	-25%	-$16.5M	0.68%	53
2017 Q4	$57.2M	Sell	646,679 -21,431	-3%	-$1.8M	0.76%	52
2017 Q3	$56.2M	Sell	668,110 -4,817	-0.7%	-$345K	0.76%	47
2017 Q2	$44.2M	Sell	672,927 -212,576	-24%	-$14.4M	0.62%	55
2017 Q1	$53.6M	Sell	885,503 -112,999	-11%	-$6.4M	0.79%	46
2016 Q4	$46.9M	Buy	998,502 +1,884	+0.2%	+$99.8K	0.71%	48
2016 Q3	$57.4M	Sell	996,618 -10,547	-1%	-$572K	0.85%	35
2016 Q2	$43.7M	Sell	1,007,165 -2,840	-0.3%	-$129K	0.67%	45
2016 Q1	$45.4M	Buy	1,010,005 +210,653	+26%	+$9.06M	0.69%	45
2015 Q4	$45M	Buy	799,352 +301,171	+60%	+$15.9M	0.62%	52
2015 Q3	$23.1M	Buy	498,181 +80,067	+19%	+$3.92M	0.31%	100
2015 Q2	$20.7M	Buy	+418,114	New	+$19.2M	0.23%	134

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

Wasatch Advisors's HUBS Position: Q1 2026 in Review

Wasatch Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 5,729 shares — an estimated $2.3M sold.

Wasatch Advisors first reported a position in HUBS in Q2 2015 and held it in 43 quarters. The position peaked at $353M in Q4 2020. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Wasatch Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Wasatch Advisors sold 5,729 HubSpot shares in Q1 2026, an estimated $2.3M.
Wasatch Advisors first reported a position in HubSpot in Q2 2015 and held it in 43 quarters.
Wasatch Advisors's HubSpot position peaked at $353M in Q4 2020.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.