DC Investments Management’s HubSpot HUBS Stock Holding History

DC Investments 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 Q1	–	Sell	-1,400	Closed	-$975K	–	124
2024 Q4	$975K	Hold	1,400	–	–	0.64%	41
2024 Q3	$744K	Hold	1,400	–	–	0.52%	47
2024 Q2	$826K	Hold	1,400	–	–	0.7%	40
2024 Q1	$877K	Hold	1,400	–	–	0.71%	42
2023 Q4	$813K	Hold	1,400	–	–	0.82%	30
2023 Q3	$690K	Hold	1,400	–	–	0.87%	31
2023 Q2	$745K	Hold	1,400	–	–	0.86%	28
2023 Q1	$600K	Hold	1,400	–	–	0.72%	32
2022 Q4	$405K	Buy	+1,400	New	+$397K	0.51%	37
2021 Q4	–	Sell	-371	Closed	-$251K	–	66
2021 Q3	$251K	Buy	+371	New	+$239K	0.47%	44

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DC Investments Management's HUBS Position: Q1 2025 in Review

DC Investments Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 1,400 shares — an estimated $975K sold.

DC Investments Management first reported a position in HUBS in Q3 2021 and held it in 10 quarters. The position peaked at $975K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

DC Investments Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
DC Investments Management sold 1,400 HubSpot shares in Q1 2025, an estimated $975K.
DC Investments Management first reported a position in HubSpot in Q3 2021 and held it in 10 quarters.
DC Investments Management's HubSpot position peaked at $975K in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on DC Investments Management's 13F filing for Q1 2025, filed 14 May 2025.