Hel Ved Capital Management’s HubSpot HUBS Stock Holding History

Hel Ved Capital 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	-935	Closed	-$520K	–	91
2025 Q2	$520K	Hold	935	–	–	0.14%	66
2025 Q1	$534K	Sell	935 -3,900	-81%	-$2.74M	0.19%	56
2024 Q4	$3.37M	Buy	4,835 +3,060	+172%	+$1.97M	0.99%	35
2024 Q3	$944K	Buy	+1,775	New	+$891K	0.41%	41
2023 Q4	–	Sell	-1,235	Closed	-$608K	–	58
2023 Q3	$608K	Buy	+1,235	New	+$645K	0.2%	36

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

Hel Ved Capital Management's HUBS Position: Q3 2025 in Review

Hel Ved Capital Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 935 shares — an estimated $520K sold.

Hel Ved Capital Management first reported a position in HUBS in Q3 2023 and held it in 5 quarters. The position peaked at $3.37M in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Hel Ved Capital Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Hel Ved Capital Management sold 935 HubSpot shares in Q3 2025, an estimated $520K.
Hel Ved Capital Management first reported a position in HubSpot in Q3 2023 and held it in 5 quarters.
Hel Ved Capital Management's HubSpot position peaked at $3.37M in Q4 2024.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Hel Ved Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.