Affinity Capital Advisors’s HubSpot HUBS Stock Holding History

Affinity Capital Advisors’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
2025 Q3	–	Sell	-416	Closed	-$232K	–	160
2025 Q2	$232K	Hold	416	–	–	0.04%	142
2025 Q1	$220K	Hold	416	–	–	0.04%	145
2024 Q4	$292K	Hold	416	–	–	0.05%	120
2024 Q3	$221K	Hold	416	–	–	0.04%	141
2024 Q2	$245K	Hold	416	–	–	0.05%	134
2024 Q1	$261K	Sell	416 -94	-18%	-$56.5K	0.06%	128
2023 Q4	$296K	Hold	510	–	–	0.07%	111
2023 Q3	$251K	Sell	510 -19	-4%	-$9.93K	0.07%	110
2023 Q2	$281K	Sell	529 -9	-2%	-$4.22K	0.08%	101
2023 Q1	$231K	Buy	+538	New	+$196K	0.07%	110
2022 Q2	–	Sell	-538	Closed	-$256K	–	113
2022 Q1	$256K	Hold	538	–	–	0.08%	99
2021 Q4	$355K	Sell	538 -42	-7%	-$31.8K	0.11%	86
2021 Q3	$392K	Hold	580	–	–	0.13%	78
2021 Q2	$338K	Hold	580	–	–	0.11%	87
2021 Q1	$263K	Sell	580 -156	-21%	-$68.5K	0.1%	95
2020 Q4	$292K	Sell	736 -18	-2%	-$6.32K	0.12%	83
2020 Q3	$220K	Buy	+754	New	+$198K	0.12%	101

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Affinity Capital Advisors's HUBS Position: Q3 2025 in Review

Affinity Capital Advisors sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 416 shares — an estimated $232K sold.

Affinity Capital Advisors first reported a position in HUBS in Q3 2020 and held it in 17 quarters. The position peaked at $392K in Q3 2021. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Affinity Capital Advisors reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Affinity Capital Advisors sold 416 HubSpot shares in Q3 2025, an estimated $232K.
Affinity Capital Advisors first reported a position in HubSpot in Q3 2020 and held it in 17 quarters.
Affinity Capital Advisors's HubSpot position peaked at $392K in Q3 2021.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Affinity Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.