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Spearhead Capital Advisors’s HubSpot HUBS Stock Holding History

Spearhead Capital 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
2022
Q2 		– Sell
-575
Closed -$273K – 195
2022
Q1 		$273K Sell
575
-479
-45% -$232K 0.03% 150
2021
Q4 		$695K Buy
1,054
+5
+0.5% +$3.78K 0.08% 79
2021
Q3 		$709K Sell
1,049
-4
-0.4% -$2.58K 0.09% 70
2021
Q2 		$614K Buy
1,053
+80
+8% +$41.7K 0.08% 82
2021
Q1 		$442K Sell
973
-337
-26% -$148K 0.07% 90
2020
Q4 		$519K Buy
1,310
+24
+2% +$8.42K 0.08% 97
2020
Q3 		$376K Buy
1,286
+79
+7% +$20.7K 0.07% 103
2020
Q2 		$271K Buy
+1,207
New +$217K 0.06% 119

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Spearhead Capital Advisors's HUBS Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 575 shares — an estimated $273K sold.

Spearhead Capital Advisors first reported a position in HUBS in Q2 2020 and held it in 8 quarters. The position peaked at $709K in Q3 2021. 585 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • Spearhead Capital Advisors reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 575 HubSpot shares in Q2 2022, an estimated $273K.
  • Spearhead Capital Advisors first reported a position in HubSpot in Q2 2020 and held it in 8 quarters.
  • Spearhead Capital Advisors's HubSpot position peaked at $709K in Q3 2021.
  • 585 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.