Private Portfolio Partners’s HubSpot HUBS Stock Holding History

Private Portfolio Partners’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
2024 Q4	$217K	Buy	+311	New	+$200K	0.04%	278
2024 Q2	–	Sell	-326	Closed	-$204K	–	148
2024 Q1	$204K	Sell	326 -35	-10%	-$21K	0.04%	261
2023 Q4	$210K	Buy	+361	New	+$174K	0.05%	246
2023 Q3	–	Sell	-431	Closed	-$229K	–	254
2023 Q2	$229K	Sell	431 -40	-8%	-$18.7K	0.06%	234
2023 Q1	$202K	Buy	+471	New	+$172K	0.05%	242
2022 Q2	–	Sell	-551	Closed	-$262K	–	273
2022 Q1	$262K	Sell	551 -18	-3%	-$8.72K	0.06%	241
2021 Q4	$375K	Buy	569 +18	+3%	+$13.6K	0.1%	188
2021 Q3	$373K	Sell	551 -35	-6%	-$22.5K	0.11%	182
2021 Q2	$341K	Sell	586 -10	-2%	-$5.21K	0.1%	188
2021 Q1	$271K	Sell	596 -118	-17%	-$51.8K	0.09%	196
2020 Q4	$283K	Sell	714 -97	-12%	-$34K	0.1%	178
2020 Q3	$237K	Buy	+811	New	+$213K	0.1%	178

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Private Portfolio Partners's HUBS Position: Q4 2024 in Review

Private Portfolio Partners opened a new position in HubSpot (HUBS) in Q4 2024: 311 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings. This is a return to the name: Private Portfolio Partners previously reported a position in HUBS as recently as Q1 2024.

Private Portfolio Partners first reported a position in HUBS in Q3 2020 and has held it in 12 quarters since. The position peaked at $375K in Q4 2021. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

Private Portfolio Partners held 311 shares of HubSpot worth $217K as of Q4 2024.
HubSpot was a new Private Portfolio Partners position in Q4 2024.
HubSpot made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #278 holding.
Private Portfolio Partners first reported a position in HubSpot in Q3 2020 and has held it in 12 quarters since.
Private Portfolio Partners's HubSpot position peaked at $375K in Q4 2021.
796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.