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Congress Asset Management’s HubSpot HUBS Stock Holding History

Congress Asset Management’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
Q2 		– Sell
-1,533
Closed -$876K – 391
2025
Q1 		$876K Buy
1,533
+1,187
+343% +$833K 0.01% 311
2024
Q4 		$241K Buy
+346
New +$222K ﹤0.01% 376
2024
Q3 		– Sell
-2,338
Closed -$1.38M – 366
2024
Q2 		$1.38M Buy
+2,338
New +$1.43M 0.01% 288

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Asset Management's HUBS Position: Q2 2025 in Review

Congress Asset Management sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 1,533 shares — an estimated $876K sold.

Congress Asset Management first reported a position in HUBS in Q2 2024 and held it in 3 quarters. The position peaked at $1.38M in Q2 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Congress Asset Management reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Congress Asset Management sold 1,533 HubSpot shares in Q2 2025, an estimated $876K.
  • Congress Asset Management first reported a position in HubSpot in Q2 2024 and held it in 3 quarters.
  • Congress Asset Management's HubSpot position peaked at $1.38M in Q2 2024.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Congress Asset Management's 13F filing for Q2 2025, filed 16 Jul 2025.