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Phoenix Financial’s HubSpot HUBS Stock Holding History

Phoenix Financial’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 		– Sell
-5,938
Closed -$4.14M – 392
2024
Q4 		$4.14M Buy
+5,938
New +$3.82M 0.06% 149
2021
Q3 		– Sell
-40,982
Closed -$23.9M – 426
2021
Q2 		$23.9M Buy
40,982
+10,982
+37% +$5.73M 0.45% 78
2021
Q1 		$13.6M Buy
+30,000
New +$13.2M 0.31% 85

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Phoenix Financial's HUBS Position: Q1 2025 in Review

Phoenix Financial sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 5,938 shares — an estimated $4.14M sold.

Phoenix Financial first reported a position in HUBS in Q1 2021 and held it in 3 quarters. The position peaked at $23.9M in Q2 2021. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Phoenix Financial reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 5,938 HubSpot shares in Q1 2025, an estimated $4.14M.
  • Phoenix Financial first reported a position in HubSpot in Q1 2021 and held it in 3 quarters.
  • Phoenix Financial's HubSpot position peaked at $23.9M in Q2 2021.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.