Laird Norton Wetherby Wealth Management’s HubSpot HUBS Stock Holding History

Laird Norton Wetherby Wealth 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	$232K	Buy	496 +16	+3%	+$8.05K	0.01%	839
2025 Q2	$267K	Buy	+480	New	+$281K	0.01%	767
2024 Q4	$334K	Sell	480 -61	-11%	-$39.2K	0.02%	667
2024 Q3	$288K	Sell	541 -32	-6%	-$16.1K	0.01%	745
2024 Q2	$338K	Buy	573 +2	+0.4%	+$1.23K	0.02%	670
2024 Q1	$358K	Sell	571 -8	-1%	-$4.81K	0.02%	681
2023 Q4	$336K	Sell	579 -29	-5%	-$14K	0.02%	684
2023 Q3	$299K	Buy	608 +8	+1%	+$4.18K	0.02%	687
2023 Q2	$319K	Sell	600 -31	-5%	-$14.5K	0.02%	693
2023 Q1	$271K	Buy	+631	New	+$230K	0.02%	741
2022 Q1	–	Sell	-474	Closed	-$312K	–	950
2021 Q4	$312K	Buy	474 +63	+15%	+$47.7K	0.02%	704
2021 Q3	$278K	Buy	411 +24	+6%	+$15.5K	0.02%	741
2021 Q2	$226K	Buy	+387	New	+$202K	0.01%	821

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's HUBS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its HubSpot (HUBS) stake by 3.3% in Q3 2025, buying an estimated $8.05K and bringing the position to 496 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #839.

Laird Norton Wetherby Wealth Management first reported a position in HUBS in Q2 2021 and has held it in 13 quarters since. The position peaked at $358K in Q1 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 496 shares of HubSpot worth $232K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 16 HubSpot shares in Q3 2025, an estimated $8.05K.
HubSpot made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #839 holding.
Laird Norton Wetherby Wealth Management first reported a position in HubSpot in Q2 2021 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's HubSpot position peaked at $358K in Q1 2024.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.