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PFS Investments’s HubSpot HUBS Stock Holding History

PFS Investments’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
Q2 		$11.8M Buy
22,092
+6,177
+39% +$2.89M 0.19% 117
2023
Q1 		$6.49M Buy
15,915
+71
+0.4% +$25.9K 0.11% 168
2022
Q4 		$4.58M Sell
15,844
-92
-0.6% -$26.1K 0.09% 204
2022
Q3 		$4.3M Buy
15,936
+249
+2% +$79.1K 0.08% 191
2022
Q2 		$4.72M Buy
15,687
+3,568
+29% +$1.3M 0.09% 191
2022
Q1 		$5.76M Buy
12,119
+4,314
+55% +$2.09M 0.11% 178
2021
Q4 		$5.14M Buy
7,805
+1,402
+22% +$1.06M 0.1% 184
2021
Q3 		$5.22M Buy
+6,403
New +$4.13M 0.11% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PFS Investments's HUBS Position: Q2 2023 in Review

PFS Investments increased its HubSpot (HUBS) stake by 39% in Q2 2023, buying an estimated $2.89M and bringing the position to 22,092 shares worth $11.8M. The position accounts for 0.19% of the portfolio, ranked #117.

PFS Investments first reported a position in HUBS in Q3 2021 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

  • PFS Investments held 22,092 shares of HubSpot worth $11.8M as of Q2 2023.
  • PFS Investments bought 6,177 HubSpot shares in Q2 2023, an estimated $2.89M.
  • HubSpot made up 0.19% of PFS Investments's portfolio in Q2 2023, its #117 holding.
  • PFS Investments first reported a position in HubSpot in Q3 2021 and has held it in 8 quarters since.
  • 681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.