Calamos Advisors’s HubSpot HUBS Stock Holding History

Calamos Advisors’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
2024 Q3	–	Sell	-1,039	Closed	-$613K	–	967
2024 Q2	$613K	Sell	1,039 -527	-34%	-$323K	﹤0.01%	695
2024 Q1	$981K	Buy	+1,566	New	+$941K	﹤0.01%	645
2023 Q4	–	Sell	-1,646	Closed	-$811K	–	946
2023 Q3	$811K	Sell	1,646 -567	-26%	-$296K	﹤0.01%	687
2023 Q2	$1.18M	Buy	2,213 +795	+56%	+$373K	0.01%	690
2023 Q1	$608K	Buy	+1,418	New	+$517K	﹤0.01%	843

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

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

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

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

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Advisors's HUBS Position: Q3 2024 in Review

Calamos Advisors sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 1,039 shares — an estimated $613K sold.

Calamos Advisors first reported a position in HUBS in Q1 2023 and held it in 5 quarters. The position peaked at $1.18M in Q2 2023. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Calamos Advisors reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Calamos Advisors sold 1,039 HubSpot shares in Q3 2024, an estimated $613K.
Calamos Advisors first reported a position in HubSpot in Q1 2023 and held it in 5 quarters.
Calamos Advisors's HubSpot position peaked at $1.18M in Q2 2023.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Calamos Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.