KIM
HUBS icon

Kestra Investment Management’s HubSpot HUBS Stock Holding History

Kestra Investment 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
-65
Closed -$37.1K – 690
2025
Q2 		$37.1K Hold
65
– – ﹤0.01% 579
2025
Q1 		$37.1K Sell
65
-231
-78% -$162K ﹤0.01% 492
2024
Q4 		$206K Sell
296
-137
-32% -$88.1K 0.01% 355
2024
Q3 		$230K Buy
+433
New +$217K 0.01% 303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kestra Investment Management's HUBS Position: Q3 2025 in Review

Kestra Investment Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 65 shares — an estimated $37.1K sold.

Kestra Investment Management first reported a position in HUBS in Q3 2024 and held it in 4 quarters. The position peaked at $230K in Q3 2024. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Kestra Investment Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 65 HubSpot shares in Q3 2025, an estimated $37.1K.
  • Kestra Investment Management first reported a position in HubSpot in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's HubSpot position peaked at $230K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.