Bellwether Advisors’s HubSpot HUBS Stock Holding History

Bellwether 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	-392	Closed	-$218K	–	326
2025 Q2	$218K	Hold	392	–	–	0.04%	117
2025 Q1	$224K	Sell	392 -24	-6%	-$16.8K	0.05%	118
2024 Q4	$290K	Sell	416 -7,460	-95%	-$4.8M	0.05%	108
2024 Q3	$4.19M	Buy	+7,876	New	+$3.96M	0.8%	28
2023 Q2	–	Sell	-1	Closed	-$428	–	250
2023 Q1	$428	Hold	1	–	–	﹤0.01%	393
2022 Q4	$289	Hold	1	–	–	﹤0.01%	411
2022 Q3	$0	Hold	1	–	–	﹤0.01%	487
2022 Q2	$0	Hold	1	–	–	﹤0.01%	477
2022 Q1	$0	Buy	+1	New	+$484	﹤0.01%	576
2021 Q3	–	Sell	-5,093	Closed	-$2.97M	–	575
2021 Q2	$2.97M	Buy	5,093 +3,753	+280%	+$1.96M	1.02%	25
2021 Q1	$608K	Buy	+1,340	New	+$589K	0.24%	70

Other funds holding HUBS

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

BlackRock New York $5.72T 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 $1.56T 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

Bellwether Advisors's HUBS Position: Q3 2025 in Review

Bellwether Advisors sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 392 shares — an estimated $218K sold.

Bellwether Advisors first reported a position in HUBS in Q1 2021 and held it in 11 quarters. The position peaked at $4.19M in Q3 2024. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Bellwether Advisors reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 392 HubSpot shares in Q3 2025, an estimated $218K.
Bellwether Advisors first reported a position in HubSpot in Q1 2021 and held it in 11 quarters.
Bellwether Advisors's HubSpot position peaked at $4.19M in Q3 2024.
770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.