Financial Gravity Asset Management’s HubSpot HUBS Stock Holding History

Financial Gravity Asset 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	$18.3K	Buy	+32	New	+$22.4K	﹤0.01%	490
2024 Q2	–	Sell	-1	Closed	-$349	–	1905
2024 Q1	$349	Buy	+1	New	+$601	﹤0.01%	1481
2023 Q3	–	Sell	-532	Closed	-$178	–	1480
2023 Q2	$178	Buy	+532	New	+$249K	﹤0.01%	1199
2023 Q1	–	Sell	-289	Closed	-$62	–	1375
2022 Q4	$62	Buy	+289	New	+$81.9K	﹤0.01%	1195

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

Financial Gravity Asset Management's HUBS Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in HubSpot (HUBS) in Q1 2025: 32 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in HUBS as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in HUBS in Q4 2022 and has held it in 4 quarters since. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Financial Gravity Asset Management held 32 shares of HubSpot worth $18.3K as of Q1 2025.
HubSpot was a new Financial Gravity Asset Management position in Q1 2025.
HubSpot made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #490 holding.
Financial Gravity Asset Management first reported a position in HubSpot in Q4 2022 and has held it in 4 quarters since.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.