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Mount Lucas Management’s HubSpot HUBS Stock Holding History

Mount Lucas 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
2025
Q1 		– Sell
-333
Closed -$232K – 171
2024
Q4 		$232K Sell
333
-71
-18% -$45.6K 0.08% 124
2024
Q3 		$215K Buy
404
+10
+3% +$5.02K 0.07% 139
2024
Q2 		$232K Sell
394
-8
-2% -$4.91K 0.07% 141
2024
Q1 		$252K Sell
402
-35
-8% -$21K 0.07% 137
2023
Q4 		$254K Buy
+437
New +$210K 0.07% 132

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Mount Lucas Management's HUBS Position: Q1 2025 in Review

Mount Lucas Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 333 shares — an estimated $232K sold.

Mount Lucas Management first reported a position in HUBS in Q4 2023 and held it in 5 quarters. The position peaked at $254K in Q4 2023. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Mount Lucas Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Mount Lucas Management sold 333 HubSpot shares in Q1 2025, an estimated $232K.
  • Mount Lucas Management first reported a position in HubSpot in Q4 2023 and held it in 5 quarters.
  • Mount Lucas Management's HubSpot position peaked at $254K in Q4 2023.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.