Atomi Financial Group’s HubSpot HUBS Stock Holding History

Atomi Financial Group’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	-370	Closed	-$206K	–	1194
2025 Q2	$206K	Buy	370 +18	+5%	+$10.5K	0.01%	1033
2025 Q1	$201K	Buy	+352	New	+$247K	0.01%	980

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 $3.38T AUM 44.17% 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

Atomi Financial Group's HUBS Position: Q3 2025 in Review

Atomi Financial Group sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 370 shares — an estimated $206K sold.

Atomi Financial Group first reported a position in HUBS in Q1 2025 and held it in 2 quarters. The position peaked at $206K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Atomi Financial Group reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Atomi Financial Group sold 370 HubSpot shares in Q3 2025, an estimated $206K.
Atomi Financial Group first reported a position in HubSpot in Q1 2025 and held it in 2 quarters.
Atomi Financial Group's HubSpot position peaked at $206K in Q2 2025.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.