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Baird Financial Group’s
HubSpot
HUBS
Stock Holding History
Baird Financial Group’s Portfolio
HUBS Stock Details
HUBS Fund Activity
Bought
Maintained
Sold
Shares
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
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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