Stonegate Investment Group’s HubSpot HUBS Stock Holding History

Stonegate Investment Group’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	$287K	Sell	614 -111	-15%	-$55.8K	0.01%	325
2025 Q2	$404K	Sell	725 -52	-7%	-$30.5K	0.01%	267
2025 Q1	$444K	Sell	777 -74	-9%	-$51.9K	0.01%	232
2024 Q4	$593K	Sell	851 -3,834	-82%	-$2.46M	0.02%	196
2024 Q3	$2.49M	Buy	4,685 +110	+2%	+$55.2K	0.07%	109
2024 Q2	$2.7M	Buy	4,575 +242	+6%	+$148K	0.08%	95
2024 Q1	$2.71M	Sell	4,333 -62	-1%	-$37.3K	0.09%	99
2023 Q4	$2.55M	Buy	4,395 +102	+2%	+$49.1K	0.08%	98
2023 Q3	$2.11M	Sell	4,293 -144	-3%	-$75.2K	0.08%	100
2023 Q2	$2.36M	Hold	4,437	–	–	0.08%	99
2023 Q1	$1.9M	Buy	4,437 +470	+12%	+$172K	0.07%	114
2022 Q4	$1.15M	Buy	3,967 +2,854	+256%	+$809K	0.05%	132
2022 Q3	$301K	Buy	1,113 +41	+4%	+$13K	0.01%	223
2022 Q2	$322K	Buy	1,072 +165	+18%	+$60.3K	0.01%	225
2022 Q1	$431K	Buy	907 +470	+108%	+$228K	0.01%	180
2021 Q4	$288K	Buy	+437	New	+$331K	0.01%	217

Other funds holding HUBS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Stonegate Investment Group's HUBS Position: Q3 2025 in Review

Stonegate Investment Group reduced its HubSpot (HUBS) stake by 15% in Q3 2025, selling an estimated $55.8K and leaving 614 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #325.

Stonegate Investment Group first reported a position in HUBS in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.71M in Q1 2024. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Stonegate Investment Group held 614 shares of HubSpot worth $287K as of Q3 2025.
Stonegate Investment Group sold 111 HubSpot shares in Q3 2025, an estimated $55.8K.
HubSpot made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #325 holding.
Stonegate Investment Group first reported a position in HubSpot in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's HubSpot position peaked at $2.71M in Q1 2024.
770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.