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Catalyst Financial Partners’s HubSpot HUBS Stock Holding History

Catalyst Financial Partners’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
-334
Closed -$233K – 291
2024
Q4 		$233K Sell
334
-185
-36% -$119K 0.04% 244
2024
Q3 		$276K Sell
519
-20
-4% -$10K 0.05% 220
2024
Q2 		$318K Buy
539
+35
+7% +$21.5K 0.07% 180
2024
Q1 		$319K Buy
504
+44
+10% +$26.4K 0.08% 162
2023
Q4 		$267K Sell
460
-19
-4% -$9.14K 0.08% 177
2023
Q3 		$236K Sell
479
-15
-3% -$7.84K 0.08% 178
2023
Q2 		$263K Buy
494
+23
+5% +$10.8K 0.09% 160
2023
Q1 		$202K Buy
+471
New +$172K 0.09% 174

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

Catalyst Financial Partners's HUBS Position: Q1 2025 in Review

Catalyst Financial Partners sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 334 shares — an estimated $233K sold.

Catalyst Financial Partners first reported a position in HUBS in Q1 2023 and held it in 8 quarters. The position peaked at $319K in Q1 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Catalyst Financial Partners reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 334 HubSpot shares in Q1 2025, an estimated $233K.
  • Catalyst Financial Partners first reported a position in HubSpot in Q1 2023 and held it in 8 quarters.
  • Catalyst Financial Partners's HubSpot position peaked at $319K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Catalyst Financial Partners's 13F filing for Q1 2025, filed 2 May 2025.