Marsico Capital Management’s HubSpot HUBS Stock Holding History

Marsico Capital 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
2023 Q4	–	Sell	-7,529	Closed	-$3.71M	–	72
2023 Q3	$3.71M	Buy	+7,529	New	+$3.93M	0.16%	56
2022 Q3	–	Sell	-10,845	Closed	-$3.26M	–	88
2022 Q2	$3.26M	Hold	10,845	–	–	0.16%	71
2022 Q1	$5.15M	Buy	10,845 +4,916	+83%	+$2.38M	0.18%	67
2021 Q4	$3.91M	Buy	+5,929	New	+$4.49M	0.11%	78

Other funds holding HUBS

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

Marsico Capital Management's HUBS Position: Q4 2023 in Review

Marsico Capital Management sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 7,529 shares — an estimated $3.71M sold.

Marsico Capital Management first reported a position in HUBS in Q4 2021 and held it in 4 quarters. The position peaked at $5.15M in Q1 2022. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

Marsico Capital Management reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
Marsico Capital Management sold 7,529 HubSpot shares in Q4 2023, an estimated $3.71M.
Marsico Capital Management first reported a position in HubSpot in Q4 2021 and held it in 4 quarters.
Marsico Capital Management's HubSpot position peaked at $5.15M in Q1 2022.
706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Marsico Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.