Baird Financial Group
HUBS icon

Baird Financial Group’s HubSpot HUBS Stock Holding History

Baird 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
-62,983
Closed -$35.1M – 1817
2025
Q2 		$35.1M Sell
62,983
-5,184
-8% -$3.04M 0.06% 242
2025
Q1 		$38.9M Buy
68,167
+7,256
+12% +$5.09M 0.08% 217
2024
Q4 		$42.4M Buy
60,911
+60,516
+15,321% +$38.9M 0.08% 221
2024
Q3 		$210K Sell
395
-85
-18% -$42.7K ﹤0.01% 1653
2024
Q2 		$283K Buy
480
+49
+11% +$30.1K ﹤0.01% 1575
2024
Q1 		$270K Buy
431
+5
+1% +$3K ﹤0.01% 1593
2023
Q4 		$247K Sell
426
-86
-17% -$41.4K ﹤0.01% 1576
2023
Q3 		$252K Sell
512
-94
-16% -$49.1K ﹤0.01% 1558
2023
Q2 		$322K Buy
+606
New +$284K ﹤0.01% 1478
2022
Q2 		– Sell
-517
Closed -$246K – 1809
2022
Q1 		$246K Sell
517
-132
-20% -$64K ﹤0.01% 1694
2021
Q4 		$428K Buy
649
+45
+7% +$34K ﹤0.01% 1536
2021
Q3 		$408K Buy
+604
New +$389K ﹤0.01% 1553

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Baird Financial Group sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 62,983 shares — an estimated $35.1M sold.

Baird Financial Group first reported a position in HUBS in Q3 2021 and held it in 12 quarters. The position peaked at $42.4M in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Baird Financial Group reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 62,983 HubSpot shares in Q3 2025, an estimated $35.1M.
  • Baird Financial Group first reported a position in HubSpot in Q3 2021 and held it in 12 quarters.
  • Baird Financial Group's HubSpot position peaked at $42.4M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

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