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Everpar Advisors’s HubSpot HUBS Stock Holding History

Everpar Advisors’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
Q2 		– Sell
-370
Closed -$211K – 273
2025
Q1 		$211K Sell
370
-13
-3% -$9.12K 0.11% 241
2024
Q4 		$267K Buy
+383
New +$246K 0.13% 203
2024
Q1 		– Sell
-477
Closed -$277K – 252
2023
Q4 		$277K Buy
+477
New +$229K 0.13% 230

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everpar Advisors's HUBS Position: Q2 2025 in Review

Everpar Advisors sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 370 shares — an estimated $211K sold.

Everpar Advisors first reported a position in HUBS in Q4 2023 and held it in 3 quarters. The position peaked at $277K in Q4 2023. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Everpar Advisors reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Everpar Advisors sold 370 HubSpot shares in Q2 2025, an estimated $211K.
  • Everpar Advisors first reported a position in HubSpot in Q4 2023 and held it in 3 quarters.
  • Everpar Advisors's HubSpot position peaked at $277K in Q4 2023.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Everpar Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.