Congress Asset Management’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,533	Closed	-$876K	–	391
2025 Q1	$876K	Buy	1,533 +1,187	+343%	+$678K	0.01%	311
2024 Q4	$241K	Buy	+346	New	+$241K	﹤0.01%	376
2024 Q3	–	Sell	-2,338	Closed	-$1.38M	–	366
2024 Q2	$1.38M	Buy	+2,338	New	+$1.38M	0.01%	288