MFW
HUBS icon

Meristem Family Wealth’s HubSpot HUBS Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$655K Hold
1,379
– – 0.07% 157
2021
Q4 		$909K Sell
1,379
-147
-10% -$111K 0.08% 147
2021
Q3 		$1.03M Hold
1,526
– – 0.1% 127
2021
Q2 		$889K Sell
1,526
-201
-12% -$105K 0.14% 102
2021
Q1 		$784K Hold
1,727
– – 0.16% 84
2020
Q4 		$685K Buy
+1,727
New +$606K 0.15% 91

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meristem Family Wealth's HUBS Position: Q1 2022 in Review

Meristem Family Wealth held its HubSpot (HUBS) position steady in Q1 2022 at 1,379 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #157.

Meristem Family Wealth first reported a position in HUBS in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2021. 629 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Meristem Family Wealth held 1,379 shares of HubSpot worth $655K as of Q1 2022.
  • Meristem Family Wealth left its HubSpot share count unchanged in Q1 2022.
  • HubSpot made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #157 holding.
  • Meristem Family Wealth first reported a position in HubSpot in Q4 2020 and has held it in 6 quarters since.
  • Meristem Family Wealth's HubSpot position peaked at $1.03M in Q3 2021.
  • 629 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.