Caitlin John’s HubSpot HUBS Stock Holding History

Caitlin John’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	-8	Closed	-$5.57K	–	413
2024 Q4	$5.57K	Hold	8	–	–	﹤0.01%	553
2024 Q3	$5.6K	Hold	8	–	–	﹤0.01%	555
2024 Q2	$4.72K	Hold	8	–	–	﹤0.01%	560
2024 Q1	$5.01K	Hold	8	–	–	﹤0.01%	567
2023 Q4	$4.64K	Buy	+8	New	+$3.85K	﹤0.01%	566

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Caitlin John's HUBS Position: Q1 2025 in Review

Caitlin John sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 8 shares — an estimated $5.57K sold.

Caitlin John first reported a position in HUBS in Q4 2023 and held it in 5 quarters. The position peaked at $5.6K in Q3 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Caitlin John reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 8 HubSpot shares in Q1 2025, an estimated $5.57K.
Caitlin John first reported a position in HubSpot in Q4 2023 and held it in 5 quarters.
Caitlin John's HubSpot position peaked at $5.6K in Q3 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.