SCGE Management’s HubSpot HUBS Stock Holding History

SCGE Management’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	–	Sell	-275,000	Closed	-$192M	–	19
2024 Q4	$192M	Sell	275,000 -47,000	-15%	-$30.2M	3.54%	11
2024 Q3	$171M	Sell	322,000 -82,000	-20%	-$41.2M	3.73%	9
2024 Q2	$238M	Sell	404,000 -80,000	-17%	-$49.1M	4.66%	9
2024 Q1	$303M	Hold	484,000	–	–	5.74%	8
2023 Q4	$281M	Buy	484,000 +35,000	+8%	+$16.8M	6.27%	6
2023 Q3	$221M	Buy	449,000 +43,545	+11%	+$22.7M	5.75%	7
2023 Q2	$216M	Buy	405,455 +3,455	+0.9%	+$1.62M	5.09%	7
2023 Q1	$172M	Hold	402,000	–	–	4.73%	9
2022 Q4	$116M	Sell	402,000 -178,000	-31%	-$50.5M	4.11%	11
2022 Q3	$157M	Sell	580,000 -486,547	-46%	-$155M	5.29%	7
2022 Q2	$321M	Sell	1,066,547 -412,453	-28%	-$151M	9.2%	3
2022 Q1	$702M	Buy	1,479,000 +107,453	+8%	+$52.1M	10.85%	1
2021 Q4	$904M	Sell	1,371,547 -36,453	-3%	-$27.6M	10.25%	2
2021 Q3	$952M	Hold	1,408,000	–	–	8.83%	2
2021 Q2	$820M	Hold	1,408,000	–	–	7.69%	3
2021 Q1	$640M	Hold	1,408,000	–	–	7.18%	4
2020 Q4	$558M	Hold	1,408,000	–	–	6.49%	5
2020 Q3	$411M	Hold	1,408,000	–	–	6.41%	4
2020 Q2	$316M	Buy	1,408,000 +67,000	+5%	+$12M	6.1%	5
2020 Q1	$179M	Buy	1,341,000 +315,000	+31%	+$52.3M	5.62%	7
2019 Q4	$163M	Buy	1,026,000 +72,812	+8%	+$11.1M	6.57%	5
2019 Q3	$145M	Buy	953,188 +154,188	+19%	+$27.7M	7.3%	4
2019 Q2	$136M	Hold	799,000	–	–	6.8%	5
2019 Q1	$133M	Buy	799,000 +16,000	+2%	+$2.53M	8.28%	4
2018 Q4	$98.4M	Sell	783,000 -95,650	-11%	-$12.5M	8.71%	4
2018 Q3	$133M	Buy	878,650 +83,000	+10%	+$11.4M	11.14%	2
2018 Q2	$99.8M	Buy	795,650 +160,200	+25%	+$19M	10.26%	4
2018 Q1	$68.8M	Buy	+635,450	New	+$66.2M	8%	6

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

SCGE Management's HUBS Position: Q1 2025 in Review

SCGE Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 275,000 shares — an estimated $192M sold.

SCGE Management first reported a position in HUBS in Q1 2018 and held it in 28 quarters. The position peaked at $952M in Q3 2021. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

SCGE Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
SCGE Management sold 275,000 HubSpot shares in Q1 2025, an estimated $192M.
SCGE Management first reported a position in HubSpot in Q1 2018 and held it in 28 quarters.
SCGE Management's HubSpot position peaked at $952M in Q3 2021.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on SCGE Management's 13F filing for Q1 2025, filed 15 May 2025.