Rational Advisors’s HubSpot HUBS Stock Holding History

Rational 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 Q3	–	Sell	-750	Closed	-$417K	–	199
2025 Q2	$417K	Buy	+750	New	+$439K	0.04%	104
2020 Q4	–	Sell	-1	Closed	–	–	390
2020 Q3	$0	Buy	+1	New	+$262	﹤0.01%	615

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rational Advisors's HUBS Position: Q3 2025 in Review

Rational Advisors sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 750 shares — an estimated $417K sold.

Rational Advisors first reported a position in HUBS in Q3 2020 and held it in 2 quarters. The position peaked at $417K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Rational Advisors reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Rational Advisors sold 750 HubSpot shares in Q3 2025, an estimated $417K.
Rational Advisors first reported a position in HubSpot in Q3 2020 and held it in 2 quarters.
Rational Advisors's HubSpot position peaked at $417K in Q2 2025.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Rational Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.