Flaharty Asset Management’s HubSpot HUBS Stock Holding History

Flaharty 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 Q3	–	Sell	-375	Closed	-$209K	–	139
2025 Q2	$209K	Hold	375	–	–	0.03%	122
2025 Q1	$214K	Sell	375 -25	-6%	-$17.5K	0.03%	112
2024 Q4	$279K	Hold	400	–	–	0.04%	99
2024 Q3	$213K	Hold	400	–	–	0.03%	110
2024 Q2	$236K	Hold	400	–	–	0.03%	108
2024 Q1	$251K	Hold	400	–	–	0.04%	101
2023 Q4	$232K	Hold	400	–	–	0.04%	104
2023 Q3	$197K	Hold	400	–	–	0.03%	114
2023 Q2	$213K	Buy	+400	New	+$187K	0.04%	107

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 $3.38T AUM 44.17% 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

Flaharty Asset Management's HUBS Position: Q3 2025 in Review

Flaharty Asset Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 375 shares — an estimated $209K sold.

Flaharty Asset Management first reported a position in HUBS in Q2 2023 and held it in 9 quarters. The position peaked at $279K in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Flaharty Asset Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Flaharty Asset Management sold 375 HubSpot shares in Q3 2025, an estimated $209K.
Flaharty Asset Management first reported a position in HubSpot in Q2 2023 and held it in 9 quarters.
Flaharty Asset Management's HubSpot position peaked at $279K in Q4 2024.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Flaharty Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.