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Forum Financial Management’s HubSpot HUBS Stock Holding History

Forum Financial 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
Q4 		– Sell
-623
Closed -$291K – 1034
2025
Q3 		$291K Buy
623
+251
+67% +$126K ﹤0.01% 761
2025
Q2 		$207K Sell
372
-29
-7% -$17K ﹤0.01% 890
2025
Q1 		$229K Sell
401
-5
-1% -$3.51K ﹤0.01% 748
2024
Q4 		$283K Buy
+406
New +$261K ﹤0.01% 651

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's HUBS Position: Q4 2025 in Review

Forum Financial Management sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 623 shares — an estimated $291K sold.

Forum Financial Management first reported a position in HUBS in Q4 2024 and held it in 4 quarters. The position peaked at $291K in Q3 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Forum Financial Management reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 623 HubSpot shares in Q4 2025, an estimated $291K.
  • Forum Financial Management first reported a position in HubSpot in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's HubSpot position peaked at $291K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.