Sandy Spring Bank’s HubSpot HUBS Stock Holding History

Sandy Spring Bank’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 Q1	$40K	Hold	70	–	–	﹤0.01%	616
2024 Q4	$48.8K	Hold	70	–	–	﹤0.01%	585
2024 Q3	$37.2K	Hold	70	–	–	﹤0.01%	644
2024 Q2	$41.3K	Hold	70	–	–	﹤0.01%	627
2024 Q1	$43.9K	Hold	70	–	–	﹤0.01%	609
2023 Q4	$40.6K	Hold	70	–	–	﹤0.01%	600
2023 Q3	$34.5K	Hold	70	–	–	﹤0.01%	612
2023 Q2	$37.2K	Hold	70	–	–	﹤0.01%	600
2023 Q1	$30K	Hold	70	–	–	﹤0.01%	624
2022 Q4	$20.2K	Hold	70	–	–	﹤0.01%	692
2022 Q3	$19K	Buy	70 +20	+40%	+$6.35K	﹤0.01%	686
2022 Q2	$15K	Hold	50	–	–	﹤0.01%	754
2022 Q1	$24K	Hold	50	–	–	﹤0.01%	675
2021 Q4	$33K	Hold	50	–	–	﹤0.01%	662
2021 Q3	$34K	Hold	50	–	–	﹤0.01%	645
2021 Q2	$29K	Hold	50	–	–	﹤0.01%	696
2021 Q1	$23K	Hold	50	–	–	﹤0.01%	651
2020 Q4	$20K	Hold	50	–	–	﹤0.01%	640
2020 Q3	$15K	Hold	50	–	–	﹤0.01%	626
2020 Q2	$11K	Hold	50	–	–	﹤0.01%	680
2020 Q1	$7K	Buy	+50	New	+$8.31K	﹤0.01%	710

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sandy Spring Bank's HUBS Position: Q1 2025 in Review

Sandy Spring Bank held its HubSpot (HUBS) position steady in Q1 2025 at 70 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Sandy Spring Bank first reported a position in HUBS in Q1 2020 and has held it in 21 quarters since. The position peaked at $48.8K in Q4 2024. 805 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Sandy Spring Bank held 70 shares of HubSpot worth $40K as of Q1 2025.
Sandy Spring Bank left its HubSpot share count unchanged in Q1 2025.
HubSpot made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #616 holding.
Sandy Spring Bank first reported a position in HubSpot in Q1 2020 and has held it in 21 quarters since.
Sandy Spring Bank's HubSpot position peaked at $48.8K in Q4 2024.
805 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.