Kaufman Rossin Wealth’s HubSpot HUBS Stock Holding History

Kaufman Rossin Wealth’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 Q2	–	Sell	-583	Closed	-$333K	–	168
2025 Q1	$333K	Buy	+583	New	+$409K	0.24%	76

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaufman Rossin Wealth's HUBS Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 583 shares — an estimated $333K sold.

Kaufman Rossin Wealth first reported a position in HUBS in Q1 2025 and held it in 1 quarter. The position peaked at $333K in Q1 2025. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Kaufman Rossin Wealth reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 583 HubSpot shares in Q2 2025, an estimated $333K.
Kaufman Rossin Wealth first reported a position in HubSpot in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's HubSpot position peaked at $333K in Q1 2025.
787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.