O'Neil Global Advisors’s HubSpot HUBS Stock Holding History

O'Neil Global Advisors’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
2023 Q3	–	Sell	-7,043	Closed	-$3.75M	–	75
2023 Q2	$3.75M	Buy	7,043 +4,068	+137%	+$1.91M	0.78%	22
2023 Q1	$1.28M	Buy	+2,975	New	+$1.09M	0.66%	28
2021 Q2	–	Sell	-700	Closed	-$318K	–	108
2021 Q1	$318K	Buy	+700	New	+$308K	0.31%	55

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

O'Neil Global Advisors's HUBS Position: Q3 2023 in Review

O'Neil Global Advisors sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 7,043 shares — an estimated $3.75M sold.

O'Neil Global Advisors first reported a position in HUBS in Q1 2021 and held it in 3 quarters. The position peaked at $3.75M in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

O'Neil Global Advisors reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
O'Neil Global Advisors sold 7,043 HubSpot shares in Q3 2023, an estimated $3.75M.
O'Neil Global Advisors first reported a position in HubSpot in Q1 2021 and held it in 3 quarters.
O'Neil Global Advisors's HubSpot position peaked at $3.75M in Q2 2023.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.