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McAdam LLC’s HubSpot HUBS Stock Holding History

McAdam LLC’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 		– Sell
-1,671
Closed -$1.16M – 366
2024
Q4 		$1.16M Hold
1,671
– – 0.06% 126
2024
Q3 		$888K Hold
1,671
– – 0.05% 144
2024
Q2 		$986K Buy
1,671
+162
+11% +$99.3K 0.06% 120
2024
Q1 		$945K Sell
1,509
-104
-6% -$62.5K 0.06% 125
2023
Q4 		$936K Buy
1,613
+12
+0.7% +$5.77K 0.07% 118
2023
Q3 		$788K Buy
1,601
+5
+0.3% +$2.61K 0.06% 127
2023
Q2 		$849K Buy
1,596
+13
+0.8% +$6.09K 0.07% 121
2023
Q1 		$679K Buy
+1,583
New +$578K 0.06% 130
2022
Q4 		– Sell
-1,582
Closed -$427K – 202
2022
Q3 		$427K Hold
1,582
– – 0.05% 139
2022
Q2 		$476K Hold
1,582
– – 0.05% 137
2022
Q1 		$751K Buy
+1,582
New +$766K 0.07% 92

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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

McAdam LLC's HUBS Position: Q1 2025 in Review

McAdam LLC sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 1,671 shares — an estimated $1.16M sold.

McAdam LLC first reported a position in HUBS in Q1 2022 and held it in 11 quarters. The position peaked at $1.16M in Q4 2024. 806 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • McAdam LLC reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • McAdam LLC sold 1,671 HubSpot shares in Q1 2025, an estimated $1.16M.
  • McAdam LLC first reported a position in HubSpot in Q1 2022 and held it in 11 quarters.
  • McAdam LLC's HubSpot position peaked at $1.16M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.