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Oak Ridge Investments’s HubSpot HUBS Stock Holding History

Oak Ridge Investments’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
-732
Closed -$418K – 172
2025
Q1 		$418K Buy
732
+145
+25% +$102K 0.03% 146
2024
Q4 		$409K Buy
+587
New +$377K 0.03% 155

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

Oak Ridge Investments's HUBS Position: Q2 2025 in Review

Oak Ridge Investments sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 732 shares — an estimated $418K sold.

Oak Ridge Investments first reported a position in HUBS in Q4 2024 and held it in 2 quarters. The position peaked at $418K in Q1 2025. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Oak Ridge Investments reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 732 HubSpot shares in Q2 2025, an estimated $418K.
  • Oak Ridge Investments first reported a position in HubSpot in Q4 2024 and held it in 2 quarters.
  • Oak Ridge Investments's HubSpot position peaked at $418K in Q1 2025.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Oak Ridge Investments's 13F filing for Q2 2025, filed 25 Jul 2025.