Berkshire Capital Holdings’s HubSpot HUBS Stock Holding History

Berkshire Capital Holdings’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 Q4	–	Sell	-10	Closed	-$4.68K	–	115
2025 Q3	$4.68K	Hold	10	–	–	﹤0.01%	35
2025 Q2	$5.57K	Hold	10	–	–	﹤0.01%	33
2025 Q1	$5.71K	Hold	10	–	–	﹤0.01%	29
2024 Q4	$6.97K	Hold	10	–	–	﹤0.01%	28
2024 Q3	$5.32K	Hold	10	–	–	﹤0.01%	30
2024 Q2	$5.9K	Hold	10	–	–	﹤0.01%	34
2024 Q1	$6.27K	Sell	10 -18,680	-100%	-$11.2M	﹤0.01%	29
2023 Q4	$10.9M	Buy	18,690 +6,620	+55%	+$3.18M	4.9%	9
2023 Q3	$5.94M	Sell	12,070 -10,440	-46%	-$5.45M	2.91%	18
2023 Q2	$12M	Sell	22,510 -7,050	-24%	-$3.3M	4.94%	9
2023 Q1	$12.7M	Sell	29,560 -9,360	-24%	-$3.42M	5.67%	6
2022 Q4	$11.3M	Buy	38,920 +11,660	+43%	+$3.31M	5.97%	7
2022 Q3	$7.36M	Sell	27,260 -15,340	-36%	-$4.87M	2.96%	17
2022 Q2	$12.8M	Buy	42,600 +21,730	+104%	+$7.94M	4.92%	8
2022 Q1	$9.91M	Sell	20,870 -19,340	-48%	-$9.37M	2.02%	20
2021 Q4	$26.5M	Sell	40,210 -18,640	-32%	-$14.1M	3.54%	13
2021 Q3	$39.8M	Buy	58,850 +19,670	+50%	+$12.7M	5.34%	4
2021 Q2	$22.8M	Sell	39,180 -41,210	-51%	-$21.5M	2.67%	18
2021 Q1	$36.5M	Buy	+80,390	New	+$35.3M	4.17%	8

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Capital Holdings's HUBS Position: Q4 2025 in Review

Berkshire Capital Holdings sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 10 shares — an estimated $4.68K sold.

Berkshire Capital Holdings first reported a position in HUBS in Q1 2021 and held it in 19 quarters. The position peaked at $39.8M in Q3 2021. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Berkshire Capital Holdings reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Berkshire Capital Holdings sold 10 HubSpot shares in Q4 2025, an estimated $4.68K.
Berkshire Capital Holdings first reported a position in HubSpot in Q1 2021 and held it in 19 quarters.
Berkshire Capital Holdings's HubSpot position peaked at $39.8M in Q3 2021.
747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Berkshire Capital Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.