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Inspire Investing’s HubSpot HUBS Stock Holding History

Inspire Investing’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
Q3 		– Sell
-449
Closed -$265K – 864
2024
Q2 		$265K Sell
449
-264
-37% -$162K 0.03% 751
2024
Q1 		$447K Buy
+713
New +$428K 0.05% 297
2023
Q2 		– Sell
-6,530
Closed -$2.8M – 806
2023
Q1 		$2.8M Buy
6,530
+290
+5% +$106K 0.36% 66
2022
Q4 		$1.8M Buy
6,240
+283
+5% +$80.2K 0.23% 95
2022
Q3 		$1.61M Buy
+5,957
New +$1.89M 0.23% 97
2021
Q1 		– Sell
-560
Closed -$222K – 666
2020
Q4 		$222K Buy
+560
New +$197K 0.05% 589
2018
Q1 		– Sell
-626
Closed -$55K – 422
2017
Q4 		$55K Buy
+626
New +$52.5K 0.05% 622

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Investing's HUBS Position: Q3 2024 in Review

Inspire Investing sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 449 shares — an estimated $265K sold.

Inspire Investing first reported a position in HUBS in Q4 2017 and held it in 7 quarters. The position peaked at $2.8M in Q1 2023. 725 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Inspire Investing reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Inspire Investing sold 449 HubSpot shares in Q3 2024, an estimated $265K.
  • Inspire Investing first reported a position in HubSpot in Q4 2017 and held it in 7 quarters.
  • Inspire Investing's HubSpot position peaked at $2.8M in Q1 2023.
  • 725 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Inspire Investing's 13F filing for Q3 2024, filed 10 Oct 2024.