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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

HUBS holding history

HubSpot Inc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings

Shares (Q2 2026)
6,878
Value
$1.26M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of HUBS by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,878$1.26M<0.1%−158−2.2%ReducedHolders
Q1 20267,036$1.72M<0.1%+1,902+37.0%AddedHolders
Q4 20255,134$2.06M<0.1%+1,908+59.1%AddedHolders
Q3 20253,226$1.51M<0.1%+2,806+668.1%AddedHolders
Q2 2025420$233.8K<0.1%+420NewHolders