Sierra Ocean’s HubSpot HUBS Stock Holding History

Sierra Ocean’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	-8	Closed	-$4.45K	–	454
2025 Q2	$4.45K	Buy	8 +2	+33%	+$1.17K	﹤0.01%	601
2025 Q1	$3.43K	Hold	6	–	–	﹤0.01%	661
2024 Q4	$4.18K	Buy	+6	New	+$3.86K	﹤0.01%	618

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 $3.38T AUM 44.17% 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

Sierra Ocean's HUBS Position: Q3 2025 in Review

Sierra Ocean sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 8 shares — an estimated $4.45K sold.

Sierra Ocean first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $4.45K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Sierra Ocean reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 8 HubSpot shares in Q3 2025, an estimated $4.45K.
Sierra Ocean first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
Sierra Ocean's HubSpot position peaked at $4.45K in Q2 2025.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.