Creative Financial Designs’s HubSpot HUBS Stock Holding History

Creative Financial Designs’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	-9	Closed	-$4.21K	–	2112
2025 Q3	$4.21K	Hold	9	–	–	﹤0.01%	1567
2025 Q2	$5.01K	Sell	9 -1	-10%	-$586	﹤0.01%	1527
2025 Q1	$5.71K	Buy	10 +1	+11%	+$701	﹤0.01%	1455
2024 Q4	$6.27K	Sell	9 -1	-10%	-$643	﹤0.01%	1374
2024 Q3	$5.32K	Hold	10	–	–	﹤0.01%	1360
2024 Q2	$5.9K	Hold	10	–	–	﹤0.01%	1288
2024 Q1	$6.27K	Hold	10	–	–	﹤0.01%	1262
2023 Q4	$5.8K	Hold	10	–	–	﹤0.01%	1236
2023 Q3	$4.92K	Hold	10	–	–	﹤0.01%	1193
2023 Q2	$5.32K	Hold	10	–	–	﹤0.01%	1167
2023 Q1	$4.29K	Hold	10	–	–	﹤0.01%	1151
2022 Q4	$2.89K	Hold	10	–	–	﹤0.01%	1120
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	1112
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	1082
2022 Q1	$5K	Hold	10	–	–	﹤0.01%	1039
2021 Q4	$7K	Hold	10	–	–	﹤0.01%	960
2021 Q3	$7K	Hold	10	–	–	﹤0.01%	1085
2021 Q2	$6K	Hold	10	–	–	﹤0.01%	1128
2021 Q1	$5K	Hold	10	–	–	﹤0.01%	1060
2020 Q4	$4K	Hold	10	–	–	﹤0.01%	1025
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	1023
2020 Q2	$2K	Buy	+10	New	+$1.8K	﹤0.01%	1031

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Financial Designs's HUBS Position: Q4 2025 in Review

Creative Financial Designs sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 9 shares — an estimated $4.21K sold.

Creative Financial Designs first reported a position in HUBS in Q2 2020 and held it in 22 quarters. The position peaked at $7K in Q4 2021. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Creative Financial Designs reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 9 HubSpot shares in Q4 2025, an estimated $4.21K.
Creative Financial Designs first reported a position in HubSpot in Q2 2020 and held it in 22 quarters.
Creative Financial Designs's HubSpot position peaked at $7K in Q4 2021.
745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.