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WBI Investments’s HubSpot HUBS Stock Holding History

WBI Investments’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 		$1.2M Buy
+4,934
New +$1.38M 0.33% 77
2025
Q1 		– Sell
-1,948
Closed -$1.36M – 264
2024
Q4 		$1.36M Buy
+1,948
New +$1.25M 0.34% 91

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

WBI Investments's HUBS Position: Q1 2026 in Review

WBI Investments opened a new position in HubSpot (HUBS) in Q1 2026: 4,934 shares worth $1.2M. The stake represents 0.33% of the portfolio and ranks #77 among its holdings. This is a return to the name: WBI Investments previously reported a position in HUBS as recently as Q4 2024.

WBI Investments first reported a position in HUBS in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.36M in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • WBI Investments held 4,934 shares of HubSpot worth $1.2M as of Q1 2026.
  • HubSpot was a new WBI Investments position in Q1 2026.
  • HubSpot made up 0.33% of WBI Investments's portfolio in Q1 2026, its #77 holding.
  • WBI Investments first reported a position in HubSpot in Q4 2024 and has held it in 2 quarters since.
  • WBI Investments's HubSpot position peaked at $1.36M in Q4 2024.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.