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Gladstone Institutional Advisory’s HubSpot HUBS Stock Holding History

Gladstone Institutional Advisory’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
-929
Closed -$435K – 821
2025
Q3 		$435K Buy
+929
New +$467K 0.02% 556
2019
Q3 		– Sell
-1,422
Closed -$242K – 288
2019
Q2 		$242K Buy
+1,422
New +$248K 0.07% 227

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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's HUBS Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 929 shares — an estimated $435K sold.

Gladstone Institutional Advisory first reported a position in HUBS in Q2 2019 and held it in 2 quarters. The position peaked at $435K in Q3 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 929 HubSpot shares in Q4 2025, an estimated $435K.
  • Gladstone Institutional Advisory first reported a position in HubSpot in Q2 2019 and held it in 2 quarters.
  • Gladstone Institutional Advisory's HubSpot position peaked at $435K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.