First Affirmative Financial Network’s HubSpot HUBS Stock Holding History

First Affirmative Financial Network’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 Q3	$246K	Buy	526 +117	+29%	+$58.9K	0.12%	224
2025 Q2	$227K	Buy	409 +56	+16%	+$32.8K	0.12%	229
2025 Q1	$202K	Sell	353 -38	-10%	-$26.7K	0.12%	236
2024 Q4	$273K	Sell	391 -12	-3%	-$7.71K	0.16%	172
2024 Q3	$214K	Sell	403 -65	-14%	-$32.6K	0.12%	239
2024 Q2	$276K	Sell	468 -25	-5%	-$15.3K	0.19%	167
2024 Q1	$309K	Buy	493 +18	+4%	+$10.8K	0.23%	148
2023 Q4	$276K	Buy	+475	New	+$229K	0.22%	158

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Affirmative Financial Network's HUBS Position: Q3 2025 in Review

First Affirmative Financial Network increased its HubSpot (HUBS) stake by 29% in Q3 2025, buying an estimated $58.9K and bringing the position to 526 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #224.

First Affirmative Financial Network first reported a position in HUBS in Q4 2023 and has held it in 8 quarters since. The position peaked at $309K in Q1 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

First Affirmative Financial Network held 526 shares of HubSpot worth $246K as of Q3 2025.
First Affirmative Financial Network bought 117 HubSpot shares in Q3 2025, an estimated $58.9K.
HubSpot made up 0.12% of First Affirmative Financial Network's portfolio in Q3 2025, its #224 holding.
First Affirmative Financial Network first reported a position in HubSpot in Q4 2023 and has held it in 8 quarters since.
First Affirmative Financial Network's HubSpot position peaked at $309K in Q1 2024.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.