Dimensional Fund Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $55.6M | Buy |
99,965
+7,626
| +8% | +$4.24M | 0.01% | 1437 |
|
2025
Q1 | $52.8M | Buy |
92,339
+5,320
| +6% | +$3.04M | 0.01% | 1440 |
|
2024
Q4 | $60.6M | Buy |
87,019
+5,789
| +7% | +$4.03M | 0.01% | 1399 |
|
2024
Q3 | $43.2M | Buy |
81,230
+3,938
| +5% | +$2.09M | 0.01% | 1589 |
|
2024
Q2 | $45.6M | Buy |
77,292
+6,138
| +9% | +$3.62M | 0.01% | 1523 |
|
2024
Q1 | $44.6M | Sell |
71,154
-274
| -0.4% | -$172K | 0.01% | 1539 |
|
2023
Q4 | $41.5M | Buy |
71,428
+631
| +0.9% | +$366K | 0.01% | 1565 |
|
2023
Q3 | $34.9M | Buy |
70,797
+622
| +0.9% | +$306K | 0.01% | 1591 |
|
2023
Q2 | $37.3M | Buy |
70,175
+2,035
| +3% | +$1.08M | 0.01% | 1564 |
|
2023
Q1 | $29.2M | Buy |
68,140
+2,819
| +4% | +$1.21M | 0.01% | 1703 |
|
2022
Q4 | $18.9K | Buy |
65,321
+1,519
| +2% | +$439 | 0.01% | 1904 |
|
2022
Q3 | $17.2M | Buy |
63,802
+1,109
| +2% | +$300K | 0.01% | 1907 |
|
2022
Q2 | $18.8M | Sell |
62,693
-1,641
| -3% | -$493K | 0.01% | 1897 |
|
2022
Q1 | $30.6M | Buy |
64,334
+253
| +0.4% | +$120K | 0.01% | 1735 |
|
2021
Q4 | $42.2M | Buy |
64,081
+503
| +0.8% | +$332K | 0.01% | 1530 |
|
2021
Q3 | $43M | Sell |
63,578
-311
| -0.5% | -$210K | 0.01% | 1527 |
|
2021
Q2 | $37.2M | Sell |
63,889
-13,507
| -17% | -$7.87M | 0.01% | 1675 |
|
2021
Q1 | $35.1M | Sell |
77,396
-24,339
| -24% | -$11.1M | 0.01% | 1707 |
|
2020
Q4 | $40.3M | Sell |
101,735
-10,013
| -9% | -$3.97M | 0.01% | 1543 |
|
2020
Q3 | $32.7M | Buy |
111,748
+2,324
| +2% | +$679K | 0.01% | 1535 |
|
2020
Q2 | $24.5M | Buy |
109,424
+2,170
| +2% | +$487K | 0.01% | 1764 |
|
2020
Q1 | $14.3M | Buy |
107,254
+16,866
| +19% | +$2.25M | 0.01% | 1932 |
|
2019
Q4 | $14.3M | Buy |
90,388
+12,025
| +15% | +$1.91M | 0.01% | 2197 |
|
2019
Q3 | $11.9M | Buy |
78,363
+4,030
| +5% | +$611K | ﹤0.01% | 2275 |
|
2019
Q2 | $12.7M | Buy |
74,333
+3,063
| +4% | +$522K | ﹤0.01% | 2292 |
|
2019
Q1 | $11.8M | Sell |
71,270
-1,796
| -2% | -$298K | ﹤0.01% | 2332 |
|
2018
Q4 | $9.19M | Buy |
73,066
+11,076
| +18% | +$1.39M | ﹤0.01% | 2378 |
|
2018
Q3 | $9.36M | Buy |
61,990
+6,320
| +11% | +$954K | ﹤0.01% | 2465 |
|
2018
Q2 | $6.98M | Buy |
55,670
+17,640
| +46% | +$2.21M | ﹤0.01% | 2556 |
|
2018
Q1 | $4.12M | Buy |
+38,030
| New | +$4.12M | ﹤0.01% | 2693 |
|