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Park Square Financial Group’s HubSpot HUBS Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-200
Closed -$111K – 566
2025
Q2 		$111K Sell
200
-50
-20% -$29.3K 0.08% 179
2025
Q1 		$143K Sell
250
-65
-21% -$45.6K 0.11% 124
2024
Q4 		$219K Buy
+315
New +$203K 0.15% 81

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Park Square Financial Group's HUBS Position: Q3 2025 in Review

Park Square Financial Group sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 200 shares — an estimated $111K sold.

Park Square Financial Group first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $219K in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Park Square Financial Group reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 200 HubSpot shares in Q3 2025, an estimated $111K.
  • Park Square Financial Group first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's HubSpot position peaked at $219K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.