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NewSquare Capital’s HubSpot HUBS Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-7
Closed -$4K – 1339
2025
Q1 		$4K Buy
+7
New +$4.91K ﹤0.01% 730
2024
Q1 		– Sell
-211
Closed -$122K – 484
2023
Q4 		$122K Sell
211
-6,865
-97% -$3.3M 0.01% 159
2023
Q3 		$3.48M Buy
7,076
+901
+15% +$471K 0.37% 83
2023
Q2 		$3.29M Buy
6,175
+30
+0.5% +$14.1K 0.34% 94
2023
Q1 		$2.63M Buy
+6,145
New +$2.24M 0.31% 102

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's HUBS Position: Q2 2025 in Review

NewSquare Capital sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 7 shares — an estimated $4K sold.

NewSquare Capital first reported a position in HUBS in Q1 2023 and held it in 5 quarters. The position peaked at $3.48M in Q3 2023. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • NewSquare Capital reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 7 HubSpot shares in Q2 2025, an estimated $4K.
  • NewSquare Capital first reported a position in HubSpot in Q1 2023 and held it in 5 quarters.
  • NewSquare Capital's HubSpot position peaked at $3.48M in Q3 2023.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.