PUREfi Wealth’s HubSpot HUBS Stock Holding History

PUREfi Wealth’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 Q3	–	Sell	-365	Closed	-$203K	–	166
2025 Q2	$203K	Hold	365	–	–	0.16%	153
2025 Q1	$209K	Sell	365 -650	-64%	-$456K	0.21%	129
2024 Q4	$707K	Buy	+1,015	New	+$653K	0.69%	27

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PUREfi Wealth's HUBS Position: Q3 2025 in Review

PUREfi Wealth sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 365 shares — an estimated $203K sold.

PUREfi Wealth first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $707K in Q4 2024. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

PUREfi Wealth reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
PUREfi Wealth sold 365 HubSpot shares in Q3 2025, an estimated $203K.
PUREfi Wealth first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
PUREfi Wealth's HubSpot position peaked at $707K in Q4 2024.
770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on PUREfi Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.