Echo Street Capital Management’s HubSpot HUBS Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-440	Closed	-$217K	–	200
2023 Q3	$217K	Buy	+440	New	+$230K	﹤0.01%	424
2023 Q2	–	Sell	-1,457	Closed	-$625K	–	520
2023 Q1	$625K	Sell	1,457 -343	-19%	-$125K	0.01%	210
2022 Q4	$520K	Sell	1,800 -693	-28%	-$196K	0.01%	274
2022 Q3	$673K	Sell	2,493 -1,237	-33%	-$393K	0.01%	218
2022 Q2	$1.12M	Buy	3,730 +2,159	+137%	+$788K	0.01%	155
2022 Q1	$746K	Sell	1,571 -17,603	-92%	-$8.53M	0.01%	301
2021 Q4	$12.6M	Buy	19,174 +3,536	+23%	+$2.67M	0.08%	117
2021 Q3	$10.6M	Sell	15,638 -47	-0.3%	-$30.3K	0.07%	125
2021 Q2	$9.14M	Sell	15,685 -72,656	-82%	-$37.9M	0.07%	119
2021 Q1	$40.1M	Sell	88,341 -101,577	-53%	-$44.6M	0.36%	86
2020 Q4	$75.3M	Buy	189,918 +22,874	+14%	+$8.03M	0.75%	66
2020 Q3	$48.8M	Buy	167,044 +34,805	+26%	+$9.12M	0.84%	65
2020 Q2	$29.7M	Buy	+132,239	New	+$23.8M	0.35%	108
2020 Q1	–	Sell	-20,219	Closed	-$3.21M	–	190
2019 Q4	$3.21M	Buy	+20,219	New	+$3.1M	0.05%	181

Other funds holding HUBS

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Echo Street Capital Management's HUBS Position: Q4 2023 in Review

Echo Street Capital Management sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 440 shares — an estimated $217K sold.

Echo Street Capital Management first reported a position in HUBS in Q4 2019 and held it in 14 quarters. The position peaked at $75.3M in Q4 2020. 707 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Echo Street Capital Management reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 440 HubSpot shares in Q4 2023, an estimated $217K.
Echo Street Capital Management first reported a position in HubSpot in Q4 2019 and held it in 14 quarters.
Echo Street Capital Management's HubSpot position peaked at $75.3M in Q4 2020.
707 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.