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Founders Financial Alliance’s HubSpot HUBS Stock Holding History

Founders Financial Alliance’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
-373
Closed -$208K – 717
2025
Q2 		$208K Sell
373
-41
-10% -$24K 0.05% 310
2025
Q1 		$237K Buy
+414
New +$290K 0.06% 300
2024
Q1 		– Sell
-426
Closed -$247K – 563
2023
Q4 		$247K Sell
426
-166
-28% -$79.9K 0.1% 207
2023
Q3 		$292K Sell
592
-17
-3% -$8.88K 0.13% 174
2023
Q2 		$324K Buy
609
+18
+3% +$8.44K 0.13% 170
2023
Q1 		$245K Buy
+591
New +$216K 0.12% 175
2020
Q4 		– Sell
-41
Closed -$12K – 803
2020
Q3 		$12K Buy
+41
New +$10.7K 0.01% 709

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Founders Financial Alliance's HUBS Position: Q3 2025 in Review

Founders Financial Alliance sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 373 shares — an estimated $208K sold.

Founders Financial Alliance first reported a position in HUBS in Q3 2020 and held it in 7 quarters. The position peaked at $324K in Q2 2023. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Founders Financial Alliance reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 373 HubSpot shares in Q3 2025, an estimated $208K.
  • Founders Financial Alliance first reported a position in HubSpot in Q3 2020 and held it in 7 quarters.
  • Founders Financial Alliance's HubSpot position peaked at $324K in Q2 2023.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Founders Financial Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.