First Growth Investment Manager’s HubSpot HUBS Stock Holding History

First Growth Investment Manager’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 Q2	$2.77M	Buy	5,200 +500	+11%	+$234K	4.65%	11
2023 Q1	$2.02M	Buy	4,700 +1,000	+27%	+$365K	3.62%	13
2022 Q4	$1.07M	Buy	3,700 +700	+23%	+$198K	2.33%	16
2022 Q3	$810K	Buy	3,000 +100	+3%	+$31.8K	1.28%	22
2022 Q2	$872K	Buy	2,900 +350	+14%	+$128K	1.13%	24
2022 Q1	$1.21M	Buy	2,550 +1,450	+132%	+$702K	0.88%	26
2021 Q4	$725K	Sell	1,100 -800	-42%	-$605K	0.37%	27
2021 Q3	$1.28M	Hold	1,900	–	–	0.47%	30
2021 Q2	$1.11M	Buy	1,900 +100	+6%	+$52.2K	0.4%	28
2021 Q1	$818K	Buy	1,800 +550	+44%	+$242K	0.28%	38
2020 Q4	$496K	Buy	+1,250	New	+$439K	0.35%	22

Other funds holding HUBS

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

BlackRock New York $5.72T AUM 30.48% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Growth Investment Manager's HUBS Position: Q2 2023 in Review

First Growth Investment Manager increased its HubSpot (HUBS) stake by 11% in Q2 2023, buying an estimated $234K and bringing the position to 5,200 shares worth $2.77M. The position accounts for 4.65% of the portfolio, ranked #11.

First Growth Investment Manager first reported a position in HUBS in Q4 2020 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

First Growth Investment Manager held 5,200 shares of HubSpot worth $2.77M as of Q2 2023.
First Growth Investment Manager bought 500 HubSpot shares in Q2 2023, an estimated $234K.
HubSpot made up 4.65% of First Growth Investment Manager's portfolio in Q2 2023, its #11 holding.
First Growth Investment Manager first reported a position in HubSpot in Q4 2020 and has held it in 11 quarters since.
682 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on First Growth Investment Manager's 13F filing for Q2 2023, filed 2 Aug 2023.