Symmetry Peak Management’s HubSpot HUBS Stock Holding History

Symmetry Peak 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
2023 Q3	–	Sell	-2,000	Closed	-$1.06M	–	114
2023 Q2	$1.06M	Sell	2,000 -550	-22%	-$258K	0.19%	45
2023 Q1	$1.09M	Buy	+2,550	New	+$931K	0.24%	37
2019 Q2	–	Sell	-500	Closed	-$87.3K	–	187
2019 Q1	$83K	Buy	+500	New	+$79.2K	0.02%	169
2018 Q1	–	Sell	-17,500	Closed	-$1.55M	–	71
2017 Q4	$1.55M	Sell	17,500 -19,173	-52%	-$1.61M	1.22%	24
2017 Q3	$3.08M	Buy	36,673 +17,197	+88%	+$1.23M	0.35%	35
2017 Q2	$1.28M	Sell	19,476 -2,390	-11%	-$161K	0.16%	69
2017 Q1	$1.32M	Buy	+21,866	New	+$1.24M	0.2%	55
2016 Q4	–	Sell	-54,500	Closed	-$3.14M	–	124
2016 Q3	$3.14M	Buy	54,500 +44,400	+440%	+$2.41M	0.33%	43
2016 Q2	$439K	Buy	+10,100	New	+$458K	0.07%	77

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Symmetry Peak Management's HUBS Position: Q3 2023 in Review

Symmetry Peak Management sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 2,000 shares — an estimated $1.06M sold.

Symmetry Peak Management first reported a position in HUBS in Q2 2016 and held it in 9 quarters. The position peaked at $3.14M in Q3 2016. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Symmetry Peak Management reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
Symmetry Peak Management sold 2,000 HubSpot shares in Q3 2023, an estimated $1.06M.
Symmetry Peak Management first reported a position in HubSpot in Q2 2016 and held it in 9 quarters.
Symmetry Peak Management's HubSpot position peaked at $3.14M in Q3 2016.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Symmetry Peak Management's 13F filing for Q3 2023, filed 14 Nov 2023.