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Waverly Advisors’s HubSpot HUBS Stock Holding History

Waverly 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 		$334K Buy
1,831
+432
+31% +$90.3K ﹤0.01% 1353
2026
Q1 		$341K Buy
1,399
+525
+60% +$147K ﹤0.01% 1249
2025
Q4 		$351K Buy
874
+112
+15% +$46.4K ﹤0.01% 1146
2025
Q3 		$356K Buy
762
+282
+59% +$142K ﹤0.01% 976
2025
Q2 		$267K Buy
480
+127
+36% +$74.4K ﹤0.01% 1016
2025
Q1 		$202K Buy
353
+19
+6% +$13.3K ﹤0.01% 1048
2024
Q4 		$233K Buy
+334
New +$215K ﹤0.01% 892

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

Waverly Advisors's HUBS Position: Q2 2026 in Review

Waverly Advisors increased its HubSpot (HUBS) stake by 31% in Q2 2026, buying an estimated $90.3K and bringing the position to 1,831 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Waverly Advisors first reported a position in HUBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q3 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Waverly Advisors held 1,831 shares of HubSpot worth $334K as of Q2 2026.
  • Waverly Advisors bought 432 HubSpot shares in Q2 2026, an estimated $90.3K.
  • HubSpot made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1353 holding.
  • Waverly Advisors first reported a position in HubSpot in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's HubSpot position peaked at $356K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.