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Creative Planning HUBS Position History
HubSpot, Inc. • Technology
Quarters held
15
Latest value
$1.4M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51K |
| Q3 2025 | $44K |
| Q3 2025 | $5.5M |
| Q3 2025 | $166K |
| Q3 2025 | $2.4M |
| Q4 2025 | $4.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $8.7M |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.4M |
| Q2 2026 | $110K |
| Q2 2026 | $6.9M |
| Q3 2026 | $272K |
| Q3 2026 | $11.9M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 69.1K | — | — |
| Q3 2026 | $11.9M | 58.0K | — | — |
| Q3 2026 | $272K | 1.3K | — | — |
| Q2 2026 | $6.9M | 37.5K | — | — |
| Q2 2026 | $110K | 602 | — | — |
| Q2 2026 | $1.4M | 67.9K | — | — |
| Q1 2026 | $1.9M | 91.4K | — | — |
| Q1 2026 | $8.7M | 35.7K | — | — |
| Q4 2025 | $1.8M | 86.8K | — | — |
| Q4 2025 | $4.7M | 11.6K | — | — |
| Q3 2025 | $2.4M | 116.7K | — | — |
| Q3 2025 | $166K | 60.0K | — | — |
| Q3 2025 | $5.5M | 11.9K | — | — |
| Q3 2025 | $44K | 15.9K | — | — |
| Q3 2025 | $51K | 108 | — | — |
Other funds holding HUBS
$2.9B
$2.9B
$2.5B
$2.1B
$1.6B
$1.6B
$803.4M