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Credit Suisse’s HubSpot HUBS Stock Holding History

Credit Suisse’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
2021
Q4 		– Sell
-900
Closed -$608K – 4578
2021
Q3 		$608K Hold
900
– – ﹤0.01% 3684
2021
Q2 		$537K Buy
+900
New +$469K ﹤0.01% 3799

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Credit Suisse's HUBS Position: Q1 2024 in Review

Credit Suisse reduced its HubSpot (HUBS) stake by 11% in Q1 2024, selling an estimated $5.2M and leaving 71,964 shares worth $45.1M. The position accounts for 0.04% of the portfolio, ranked #399.

Credit Suisse first reported a position in HUBS in Q4 2014 and has held it in 38 quarters since. The position peaked at $46.8M in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Credit Suisse held 71,964 shares of HubSpot worth $45.1M as of Q1 2024.
  • Credit Suisse sold 8,658 HubSpot shares in Q1 2024, an estimated $5.2M.
  • HubSpot made up 0.04% of Credit Suisse's portfolio in Q1 2024, its #399 holding.
  • Credit Suisse first reported a position in HubSpot in Q4 2014 and has held it in 38 quarters since.
  • Credit Suisse's HubSpot position peaked at $46.8M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.