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Lindbrook Capital’s HubSpot HUBS Stock Holding History

Lindbrook Capital’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
Q1 		$137K Buy
240
+95
+66% +$66.6K 0.01% 550
2024
Q4 		$101K Buy
145
+7
+5% +$4.5K 0.01% 556
2024
Q3 		$73.4K Sell
138
-24
-15% -$12.1K 0.01% 661
2024
Q2 		$95.5K Buy
162
+24
+17% +$14.7K 0.01% 557
2024
Q1 		$86.5K Buy
138
+21
+18% +$12.6K 0.01% 578
2023
Q4 		$67.9K Buy
117
+21
+22% +$10.1K 0.01% 653
2023
Q3 		$47.3K Buy
96
+13
+16% +$6.79K 0.01% 715
2023
Q2 		$44.2K Buy
83
+7
+9% +$3.28K ﹤0.01% 757
2023
Q1 		$32.6K Sell
76
-23
-23% -$8.39K ﹤0.01% 849
2022
Q4 		$28.6K Buy
99
+71
+254% +$20.1K ﹤0.01% 900
2022
Q3 		$8K Sell
28
-1
-3% -$318 ﹤0.01% 1428
2022
Q2 		$9K Sell
29
-15
-34% -$5.48K ﹤0.01% 1303
2022
Q1 		$21K Sell
44
-24
-35% -$11.6K ﹤0.01% 984
2021
Q4 		$45K Hold
68
– – 0.01% 755
2021
Q3 		$46K Buy
68
+5
+8% +$3.22K 0.01% 459
2021
Q2 		$37K Buy
63
+14
+29% +$7.3K 0.01% 564
2021
Q1 		$22K Buy
49
+17
+53% +$7.47K 0.01% 717
2020
Q4 		$13K Hold
32
– – ﹤0.01% 809
2020
Q3 		$9K Buy
32
+12
+60% +$3.15K ﹤0.01% 869
2020
Q2 		$4K Buy
+20
New +$3.6K ﹤0.01% 1162
2019
Q4 		– Sell
-100
Closed -$15K – 1519
2019
Q3 		$15K Buy
100
+50
+100% +$8.98K 0.01% 788
2019
Q2 		$8K Hold
50
– – ﹤0.01% 948
2019
Q1 		$8K Buy
+50
New +$7.92K ﹤0.01% 953

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lindbrook Capital's HUBS Position: Q1 2025 in Review

Lindbrook Capital increased its HubSpot (HUBS) stake by 66% in Q1 2025, buying an estimated $66.6K and bringing the position to 240 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #550.

Lindbrook Capital first reported a position in HUBS in Q1 2019 and has held it in 23 quarters since. 806 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Lindbrook Capital held 240 shares of HubSpot worth $137K as of Q1 2025.
  • Lindbrook Capital bought 95 HubSpot shares in Q1 2025, an estimated $66.6K.
  • HubSpot made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #550 holding.
  • Lindbrook Capital first reported a position in HubSpot in Q1 2019 and has held it in 23 quarters since.
  • 806 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.