1776 Wealth LLC HUBS — HUBSPOT INCORPORATED

Ownership history in 1776 Wealth LLC  ·  5 quarters on record

AI Ownership Summary

1776 Wealth LLC reported HUBSPOT INCORPORATED (HUBS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q2. The latest visible filing shows HUBS at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HUBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in HUBSPOT INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HUBS was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HUBS stock page 1776 Wealth LLC fund profile 1776 Wealth LLC full holdings
How 1776 Wealth LLC held HUBS — position size vs. price
% of Fund (quarterly)    HUBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 2,976 +186 +6.7% 0.45% $1.2M 2026-02-14 (Est.) $243.85
2025 Q3 ADDED — — — 2,790 +160 +6.1% 0.50% $1.3M 2025-11-06 $394.95
2025 Q2 ADDED — — — 2,630 +758 +40.5% 0.60% $1.5M 2025-08-08 $449.72
2025 Q1 ADDED — — — 1,872 +1,472 +368.0% 0.49% $1.1M 2025-05-06 $632.11
2024 Q4 INITIATED — — — 400 — — 0.13% $279K 2025-02-10 $805.57

🏢 Other funds also holding HUBS

As of 2026 Q1 — sorted by position size

Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.88% Claro Advisors Inc. 3Y 7Y 0.73% Exane Asset Management 3Y 7Y 0.7% Pictet Asset Management Holding SA 0.56% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.51% NORRIS PERNE & FRENCH LLP/MI 3Y 7Y 0.38% High Net Worth Advisory Group LLC 3Y 0.37% CHIRON CAPITAL MANAGEMENT, LLC 3Y 0.35% Miller Financial Services LLC 0.33% Quantum Private Wealth, LLC 3Y 0.3%

FAQ About 1776 Wealth LLC and HUBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning HUBS?

1776 Wealth LLC reported HUBS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HUBS position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for HUBS was 0.60% in 2025 Q2.

What is the latest reported HUBS position on this page?

The most recent filing on this page is 2025 Q4, when 1776 Wealth LLC reported 2,976 shares, equal to 0.45% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HUBS ownership page compare?

The chart compares 1776 Wealth LLC's quarterly HUBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1776 Wealth LLC time their HUBS position?

Based on 13F filing dates vs. subsequent HUBS price moves, 1776 Wealth LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on HUBS relative to SPY over the holding period was -73.1%.

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