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Foundry Partners’s HubSpot HUBS Stock Holding History

Foundry Partners’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
2024
Q2 		– Sell
-361
Closed -$226K – 309
2024
Q1 		$226K Hold
361
– – 0.01% 283
2023
Q4 		$210K Buy
+361
New +$174K 0.01% 283
2023
Q3 		– Sell
-507
Closed -$270K – 312
2023
Q2 		$270K Hold
507
– – 0.02% 296
2023
Q1 		$217K Buy
+507
New +$185K 0.01% 306
2022
Q4 		– Sell
-896
Closed -$242K – 320
2022
Q3 		$242K Buy
+896
New +$285K 0.02% 299
2022
Q2 		– Sell
-672
Closed -$319K – 333
2022
Q1 		$319K Buy
672
+229
+52% +$111K 0.02% 297
2021
Q4 		$292K Sell
443
-140
-24% -$106K 0.01% 317
2021
Q3 		$394K Buy
583
+101
+21% +$65.1K 0.01% 301
2021
Q2 		$281K Buy
+482
New +$251K 0.01% 347

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Foundry Partners's HUBS Position: Q2 2024 in Review

Foundry Partners sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 361 shares — an estimated $226K sold.

Foundry Partners first reported a position in HUBS in Q2 2021 and held it in 9 quarters. The position peaked at $394K in Q3 2021. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Foundry Partners reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Foundry Partners sold 361 HubSpot shares in Q2 2024, an estimated $226K.
  • Foundry Partners first reported a position in HubSpot in Q2 2021 and held it in 9 quarters.
  • Foundry Partners's HubSpot position peaked at $394K in Q3 2021.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Foundry Partners's 13F filing for Q2 2024, filed 5 Aug 2024.