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Berkshire Asset Management’s HubSpot HUBS Stock Holding History

Berkshire Asset Management’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
-421
Closed -$234K – 305
2025
Q2 		$234K Sell
421
-12
-3% -$7.03K 0.01% 259
2025
Q1 		$286K Sell
433
-72
-14% -$50.5K 0.01% 237
2024
Q4 		$367K Sell
505
-1
-0.2% -$643 0.02% 223
2024
Q3 		$298K Hold
506
– – 0.02% 231
2024
Q2 		$298K Hold
506
– – 0.01% 232
2024
Q1 		$317K Buy
506
+1
+0.2% +$601 0.02% 195
2023
Q4 		$293K Sell
505
-1
-0.2% -$481 0.02% 200
2023
Q3 		$249K Sell
506
-45
-8% -$23.5K 0.02% 211
2023
Q2 		$293K Buy
551
+31
+6% +$14.5K 0.02% 199
2023
Q1 		$223K Buy
+520
New +$190K 0.01% 213
2022
Q4 		– Sell
-927
Closed -$250K – 176
2022
Q3 		$250K Sell
927
-69
-7% -$21.9K 0.02% 191
2022
Q2 		$299K Sell
996
-187
-16% -$68.3K 0.02% 182
2022
Q1 		$562K Buy
1,183
+389
+49% +$188K 0.04% 128
2021
Q4 		$523K Sell
794
-98
-11% -$74.1K 0.03% 162
2021
Q3 		$603K Buy
+892
New +$575K 0.04% 147

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 $3.38T AUM 44.17% 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

Berkshire Asset Management's HUBS Position: Q3 2025 in Review

Berkshire Asset Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 421 shares — an estimated $234K sold.

Berkshire Asset Management first reported a position in HUBS in Q3 2021 and held it in 15 quarters. The position peaked at $603K in Q3 2021. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Berkshire Asset Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 421 HubSpot shares in Q3 2025, an estimated $234K.
  • Berkshire Asset Management first reported a position in HubSpot in Q3 2021 and held it in 15 quarters.
  • Berkshire Asset Management's HubSpot position peaked at $603K in Q3 2021.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Berkshire Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.