Orion Portfolio Solutions’s HubSpot HUBS Stock Holding History

Orion Portfolio Solutions’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	$990K	Sell	1,733 -2,128	-55%	-$1.49M	0.01%	1091
2024 Q4	$2.69M	Buy	3,861 +66	+2%	+$42.4K	0.03%	552
2024 Q3	$2.02M	Sell	3,795 -835	-18%	-$419K	0.02%	684
2024 Q2	$2.73M	Sell	4,630 -197	-4%	-$121K	0.03%	509
2024 Q1	$3.02M	Buy	4,827 +297	+7%	+$178K	0.03%	473
2023 Q4	$2.52M	Sell	4,530 -662	-13%	-$318K	0.03%	524
2023 Q3	$2.56M	Sell	5,192 -5,687	-52%	-$2.97M	0.03%	508
2023 Q2	$5.79M	Sell	10,879 -428	-4%	-$201K	0.06%	296
2023 Q1	$4.85M	Buy	+11,307	New	+$4.13M	0.06%	282
2020 Q3	–	Sell	-14	Closed	-$3K	–	1147
2020 Q2	$3K	Buy	14 +3	+27%	+$540	﹤0.01%	1647
2020 Q1	$1K	Sell	11 -14	-56%	-$2.33K	﹤0.01%	1727
2019 Q4	$4K	Buy	+25	New	+$3.83K	﹤0.01%	1313

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Orion Portfolio Solutions's HUBS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its HubSpot (HUBS) stake by 55% in Q1 2025, selling an estimated $1.49M and leaving 1,733 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #1091.

Orion Portfolio Solutions first reported a position in HUBS in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.79M in Q2 2023. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Orion Portfolio Solutions held 1,733 shares of HubSpot worth $990K as of Q1 2025.
Orion Portfolio Solutions sold 2,128 HubSpot shares in Q1 2025, an estimated $1.49M.
HubSpot made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1091 holding.
Orion Portfolio Solutions first reported a position in HubSpot in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's HubSpot position peaked at $5.79M in Q2 2023.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.