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Burney Company’s HubSpot HUBS Stock Holding History

Burney Company’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
-380
Closed -$212K – 596
2025
Q2 		$212K Sell
380
-510
-57% -$299K 0.01% 550
2025
Q1 		$508K Sell
890
-500
-36% -$351K 0.02% 417
2024
Q4 		$969K Sell
1,390
-188
-12% -$121K 0.03% 318
2024
Q3 		$839K Sell
1,578
-8,437
-84% -$4.24M 0.03% 349
2024
Q2 		$5.91M Buy
10,015
+249
+3% +$153K 0.23% 107
2024
Q1 		$6.12M Buy
9,766
+487
+5% +$293K 0.23% 108
2023
Q4 		$5.39M Buy
9,279
+240
+3% +$115K 0.23% 119
2023
Q3 		$4.45M Buy
+9,039
New +$4.72M 0.21% 128

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

Burney Company's HUBS Position: Q3 2025 in Review

Burney Company sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 380 shares — an estimated $212K sold.

Burney Company first reported a position in HUBS in Q3 2023 and held it in 8 quarters. The position peaked at $6.12M in Q1 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Burney Company reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Burney Company sold 380 HubSpot shares in Q3 2025, an estimated $212K.
  • Burney Company first reported a position in HubSpot in Q3 2023 and held it in 8 quarters.
  • Burney Company's HubSpot position peaked at $6.12M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.