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Kestra Advisory Services, LLC → HUBS
Kestra Advisory Services, LLC HUBS Position History
HubSpot, Inc. • Technology
Quarters held
10
Latest value
$626K
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $633K |
| Q3 2025 | $2M |
| Q4 2025 | $498K |
| Q4 2025 | $8.5M |
| Q1 2026 | $366K |
| Q1 2026 | $8.9M |
| Q2 2026 | $20.7M |
| Q2 2026 | $266K |
| Q3 2026 | $20.1M |
| Q3 2026 | $626K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $626K | 3.1K | — | — |
| Q3 2026 | $20.1M | 999.1K | — | — |
| Q2 2026 | $266K | 1.5K | — | — |
| Q2 2026 | $20.7M | 1.02M | — | — |
| Q1 2026 | $8.9M | 434.9K | — | — |
| Q1 2026 | $366K | 1.5K | — | — |
| Q4 2025 | $8.5M | 411.3K | — | — |
| Q4 2025 | $498K | 1.2K | — | — |
| Q3 2025 | $2M | 97.5K | — | — |
| Q3 2025 | $633K | 1.4K | — | — |
Other funds holding HUBS
$2.9B
$2.9B
$2.5B
$2.1B
$1.6B
$1.6B
$803.4M