Pathstone Family Office’s HubSpot HUBS Stock Holding History

Pathstone Family Office’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	$677K	Buy	+1,334	New	+$697K	0.01%	884
2022 Q4	–	Sell	-1,461	Closed	-$416K	–	1537
2022 Q3	$416K	Buy	+1,461	New	+$464K	﹤0.01%	1144
2019 Q2	–	Sell	-16	Closed	-$3K	–	750
2019 Q1	$3K	Buy	+16	New	+$2.53K	﹤0.01%	691

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

Pathstone Family Office's HUBS Position: Q3 2023 in Review

Pathstone Family Office opened a new position in HubSpot (HUBS) in Q3 2023: 1,334 shares worth $677K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in HUBS as recently as Q3 2022.

Pathstone Family Office first reported a position in HUBS in Q1 2019 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Pathstone Family Office held 1,334 shares of HubSpot worth $677K as of Q3 2023.
HubSpot was a new Pathstone Family Office position in Q3 2023.
HubSpot made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #884 holding.
Pathstone Family Office first reported a position in HubSpot in Q1 2019 and has held it in 3 quarters since.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.