Wealthfront Advisers
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Wealthfront Advisers’s HubSpot HUBS Stock Holding History

Wealthfront Advisers’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 		$492K Sell
2,696
-17
-0.6% -$3.56K ﹤0.01% 869
2026
Q1 		$662K Sell
2,713
-89
-3% -$25K ﹤0.01% 784
2025
Q4 		$1.12M Sell
2,802
-729
-21% -$302K ﹤0.01% 691
2025
Q3 		$1.65M Sell
3,531
-1,132
-24% -$569K ﹤0.01% 613
2025
Q2 		$2.6M Buy
4,663
+389
+9% +$228K 0.01% 509
2025
Q1 		$2.44M Buy
4,274
+54
+1% +$37.9K 0.01% 491
2024
Q4 		$2.94M Buy
4,220
+34
+0.8% +$21.9K 0.01% 436
2024
Q3 		$2.23M Sell
4,186
-2,701
-39% -$1.36M 0.01% 477
2024
Q2 		$4.06M Sell
6,887
-874
-11% -$536K 0.01% 324
2024
Q1 		$4.86M Buy
7,761
+704
+10% +$423K 0.02% 275
2023
Q4 		$4.1M Sell
7,057
-2,687
-28% -$1.29M 0.02% 286
2023
Q3 		$4.8M Buy
9,744
+6,260
+180% +$3.27M 0.02% 220
2023
Q2 		$1.85M Buy
3,484
+664
+24% +$311K 0.01% 431
2023
Q1 		$1.21M Buy
2,820
+552
+24% +$201K 0.01% 494
2022
Q4 		$656K Buy
2,268
+1,082
+91% +$307K ﹤0.01% 585
2022
Q3 		$320K Sell
1,186
-129
-10% -$41K ﹤0.01% 678
2022
Q2 		$395K Buy
1,315
+765
+139% +$279K ﹤0.01% 634
2022
Q1 		$261K Sell
550
-2,731
-83% -$1.32M ﹤0.01% 727
2021
Q4 		$2.16M Buy
3,281
+154
+5% +$116K 0.01% 366
2021
Q3 		$2.12M Buy
3,127
+690
+28% +$445K 0.01% 339
2021
Q2 		$1.42M Buy
+2,437
New +$1.27M 0.01% 369

Other funds holding HUBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealthfront Advisers's HUBS Position: Q2 2026 in Review

Wealthfront Advisers reduced its HubSpot (HUBS) stake by 0.63% in Q2 2026, selling an estimated $3.56K and leaving 2,696 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Wealthfront Advisers first reported a position in HUBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.86M in Q1 2024. 379 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Wealthfront Advisers held 2,696 shares of HubSpot worth $492K as of Q2 2026.
  • Wealthfront Advisers sold 17 HubSpot shares in Q2 2026, an estimated $3.56K.
  • HubSpot made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #869 holding.
  • Wealthfront Advisers first reported a position in HubSpot in Q2 2021 and has held it in 21 quarters since.
  • Wealthfront Advisers's HubSpot position peaked at $4.86M in Q1 2024.
  • 379 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.