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Oarsman Capital’s HubSpot HUBS Stock Holding History

Oarsman 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
Q1 		– Sell
-213
Closed -$148K – 508
2024
Q4 		$148K Sell
213
-120
-36% -$77.1K 0.03% 272
2024
Q3 		$177K Sell
333
-26
-7% -$13.1K 0.03% 259
2024
Q2 		$212K Hold
359
– – 0.05% 218
2024
Q1 		$225K Hold
359
– – 0.05% 212
2023
Q4 		$208K Buy
+359
New +$173K 0.06% 225

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

Oarsman Capital's HUBS Position: Q1 2025 in Review

Oarsman Capital sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 213 shares — an estimated $148K sold.

Oarsman Capital first reported a position in HUBS in Q4 2023 and held it in 5 quarters. The position peaked at $225K in Q1 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Oarsman Capital reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 213 HubSpot shares in Q1 2025, an estimated $148K.
  • Oarsman Capital first reported a position in HubSpot in Q4 2023 and held it in 5 quarters.
  • Oarsman Capital's HubSpot position peaked at $225K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.