Rise Advisors’s HubSpot HUBS Stock Holding History

Rise 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 Q4	–	Sell	-1	Closed	-$468	–	704
2025 Q3	$468	Buy	+1	New	+$503	﹤0.01%	1432
2023 Q2	–	Sell	-5	Closed	-$2.14K	–	731
2023 Q1	$2.14K	Hold	5	–	–	﹤0.01%	564
2022 Q4	$1.45K	Buy	+5	New	+$1.42K	﹤0.01%	609

Other funds holding HUBS

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

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rise Advisors's HUBS Position: Q4 2025 in Review

Rise Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 1 share — an estimated $468 sold.

Rise Advisors first reported a position in HUBS in Q4 2022 and held it in 3 quarters. The position peaked at $2.14K in Q1 2023. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Rise Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1 HubSpot share in Q4 2025, an estimated $468.
Rise Advisors first reported a position in HubSpot in Q4 2022 and held it in 3 quarters.
Rise Advisors's HubSpot position peaked at $2.14K in Q1 2023.
748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.