Liontrust Investment Partners’s HubSpot HUBS Stock Holding History

Liontrust Investment Partners’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 Q4	–	Sell	-10,834	Closed	-$5.07M	–	211
2025 Q3	$5.07M	Buy	10,834 +3,787	+54%	+$1.91M	0.07%	131
2025 Q2	$3.92M	Buy	7,047 +1,726	+32%	+$1.01M	0.06%	131
2025 Q1	$3.04M	Buy	5,321 +1,412	+36%	+$990K	0.05%	139
2024 Q4	$2.72M	Buy	+3,909	New	+$2.51M	0.04%	137
2024 Q2	–	Sell	-20,000	Closed	-$12.5M	–	226
2024 Q1	$12.5M	Buy	20,000 +7,000	+54%	+$4.21M	0.17%	90
2023 Q4	$7.55M	Sell	13,000 -1,500	-10%	-$722K	0.11%	107
2023 Q3	$7.14M	Buy	14,500 +500	+4%	+$261K	0.11%	104
2023 Q2	$7.45M	Sell	14,000 -4,800	-26%	-$2.25M	0.11%	113
2023 Q1	$8.06M	Sell	18,800 -13,200	-41%	-$4.82M	0.12%	115
2022 Q4	$9.25M	Buy	32,000 +12,000	+60%	+$3.4M	0.16%	62
2022 Q3	$5.4M	Hold	20,000	–	–	0.09%	131
2022 Q2	$6.01M	Hold	20,000	–	–	0.08%	133
2022 Q1	$9.5M	Sell	20,000 -600	-3%	-$291K	0.12%	79
2021 Q4	$13.6M	Hold	20,600	–	–	0.16%	68
2021 Q3	$13.9M	Buy	+20,600	New	+$13.3M	0.19%	61
2020 Q4	$10.4M	Buy	+26,300	New	+$9.23M	0.21%	64

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Liontrust Investment Partners's HUBS Position: Q4 2025 in Review

Liontrust Investment Partners sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 10,834 shares — an estimated $5.07M sold.

Liontrust Investment Partners first reported a position in HUBS in Q4 2020 and held it in 16 quarters. The position peaked at $13.9M in Q3 2021. 749 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Liontrust Investment Partners reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Liontrust Investment Partners sold 10,834 HubSpot shares in Q4 2025, an estimated $5.07M.
Liontrust Investment Partners first reported a position in HubSpot in Q4 2020 and held it in 16 quarters.
Liontrust Investment Partners's HubSpot position peaked at $13.9M in Q3 2021.
749 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Liontrust Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.