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Callan Family Office’s HubSpot HUBS Stock Holding History

Callan Family Office’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
-2,489
Closed -$1.16M – 1121
2025
Q3 		$1.16M Sell
2,489
-531
-18% -$267K 0.04% 351
2025
Q2 		$1.68M Buy
+3,020
New +$1.77M 0.05% 298
2025
Q1 		– Sell
-300
Closed -$209K – 593
2024
Q4 		$209K Buy
+300
New +$193K 0.01% 592

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Callan Family Office's HUBS Position: Q4 2025 in Review

Callan Family Office sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 2,489 shares — an estimated $1.16M sold.

Callan Family Office first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $1.68M in Q2 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Callan Family Office reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Callan Family Office sold 2,489 HubSpot shares in Q4 2025, an estimated $1.16M.
  • Callan Family Office first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
  • Callan Family Office's HubSpot position peaked at $1.68M in Q2 2025.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Callan Family Office's 13F filing for Q4 2025, filed 12 Feb 2026.