PYA Waltman Capital’s HubSpot HUBS Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-40	Closed	-$11K	–	114
2022 Q3	$11K	Hold	40	–	–	0.01%	136
2022 Q2	$12K	Hold	40	–	–	0.01%	144
2022 Q1	$19K	Hold	40	–	–	0.01%	131
2021 Q4	$26K	Buy	+40	New	+$30.3K	0.01%	115

Other funds holding HUBS

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

DCP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PYA Waltman Capital's HUBS Position: Q4 2022 in Review

PYA Waltman Capital sold out of HubSpot (HUBS) in Q4 2022, closing a stake of 40 shares — an estimated $11K sold.

PYA Waltman Capital first reported a position in HUBS in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

PYA Waltman Capital reported no remaining HubSpot position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 40 HubSpot shares in Q4 2022, an estimated $11K.
PYA Waltman Capital first reported a position in HubSpot in Q4 2021 and held it in 4 quarters.
PYA Waltman Capital's HubSpot position peaked at $26K in Q4 2021.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.