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Concourse Financial Group Securities’s HubSpot HUBS Stock Holding History

Concourse Financial Group Securities’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
-143
Closed -$104K – 943
2024
Q4 		$104K Buy
143
+4
+3% +$2.57K 0.01% 930
2024
Q3 		$73.9K Sell
139
-1
-0.7% -$502 ﹤0.01% 1044
2024
Q2 		$82.6K Buy
140
+17
+14% +$10.4K 0.01% 990
2024
Q1 		$77.1K Buy
123
+12
+11% +$7.21K 0.01% 1017
2023
Q4 		$64.4K Buy
111
+40
+56% +$19.2K ﹤0.01% 1051
2023
Q3 		$35K Buy
71
+67
+1,675% +$35K ﹤0.01% 1223
2023
Q2 		$2.13K Sell
4
-1
-20% -$469 ﹤0.01% 2007
2023
Q1 		$2.14K Buy
5
+1
+25% +$365 ﹤0.01% 2049
2022
Q4 		$1.16K Buy
+4
New +$1.13K ﹤0.01% 2135
2022
Q2 		– Sell
-14
Closed -$5.11K – 2232
2022
Q1 		$7K Hold
14
– – ﹤0.01% 1788
2021
Q4 		$9K Hold
14
– – ﹤0.01% 1885
2021
Q3 		$9K Buy
+14
New +$9.02K ﹤0.01% 1914
2021
Q2 		– Sell
-5
Closed -$2.61K – 2386
2021
Q1 		$2K Sell
5
-2
-29% -$879 ﹤0.01% 2130
2020
Q4 		$3K Sell
7
-4
-36% -$1.4K ﹤0.01% 2032
2020
Q3 		$3K Buy
11
+3
+38% +$786 ﹤0.01% 1942
2020
Q2 		$2K Sell
8
-6
-43% -$1.08K ﹤0.01% 1904
2020
Q1 		$2K Hold
14
– – ﹤0.01% 1891
2019
Q4 		$2K Buy
+14
New +$2.14K ﹤0.01% 1894
2019
Q3 		– Sell
-32
Closed -$5.75K – 1928
2019
Q2 		$5K Hold
32
– – ﹤0.01% 1729
2019
Q1 		$5K Buy
+32
New +$5.07K ﹤0.01% 1733

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

Concourse Financial Group Securities's HUBS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 143 shares — an estimated $104K sold.

Concourse Financial Group Securities first reported a position in HUBS in Q1 2019 and held it in 20 quarters. The position peaked at $104K in Q4 2024. 805 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 143 HubSpot shares in Q1 2025, an estimated $104K.
  • Concourse Financial Group Securities first reported a position in HubSpot in Q1 2019 and held it in 20 quarters.
  • Concourse Financial Group Securities's HubSpot position peaked at $104K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.