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Bleakley Financial Group’s HubSpot HUBS Stock Holding History

Bleakley 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
Q1 		– Sell
-759
Closed -$529K – 719
2024
Q4 		$529K Buy
759
+1
+0.1% +$643 0.02% 601
2024
Q3 		$403K Buy
758
+14
+2% +$7.03K 0.01% 664
2024
Q2 		$439K Buy
744
+13
+2% +$7.97K 0.01% 645
2024
Q1 		$458K Buy
731
+7
+1% +$4.21K 0.01% 634
2023
Q4 		$420K Buy
724
+35
+5% +$16.8K 0.01% 641
2023
Q3 		$339K Sell
689
-118
-15% -$61.6K 0.01% 650
2023
Q2 		$430K Buy
807
+46
+6% +$21.6K 0.01% 623
2023
Q1 		$326K Buy
+761
New +$278K 0.01% 688

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bleakley Financial Group's HUBS Position: Q1 2025 in Review

Bleakley Financial Group sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 759 shares — an estimated $529K sold.

Bleakley Financial Group first reported a position in HUBS in Q1 2023 and held it in 8 quarters. The position peaked at $529K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Bleakley Financial Group reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 759 HubSpot shares in Q1 2025, an estimated $529K.
  • Bleakley Financial Group first reported a position in HubSpot in Q1 2023 and held it in 8 quarters.
  • Bleakley Financial Group's HubSpot position peaked at $529K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.