Pineridge Advisors’s HubSpot HUBS Stock Holding History

Pineridge Advisors’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	-10	Closed	-$6.97K	–	584
2024 Q4	$6.97K	Buy	+10	New	+$6.43K	﹤0.01%	342
2024 Q1	–	Sell	-3	Closed	-$1.74K	–	714
2023 Q4	$1.74K	Buy	+3	New	+$1.44K	﹤0.01%	642

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

Pineridge Advisors's HUBS Position: Q1 2025 in Review

Pineridge Advisors sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 10 shares — an estimated $6.97K sold.

Pineridge Advisors first reported a position in HUBS in Q4 2023 and held it in 2 quarters. The position peaked at $6.97K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Pineridge Advisors reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Pineridge Advisors sold 10 HubSpot shares in Q1 2025, an estimated $6.97K.
Pineridge Advisors first reported a position in HubSpot in Q4 2023 and held it in 2 quarters.
Pineridge Advisors's HubSpot position peaked at $6.97K in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.