SPM
HUBS icon

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 – 130
2023
Q2 		$1.06M Sell
2,000
-550
-22% -$258K 2.24% 45
2023
Q1 		$1.09M Buy
+2,550
New +$931K 5.21% 37
2019
Q3 		– Hold
0
– – – 145
2019
Q2 		– Sell
-500
Closed -$87.3K – 201
2019
Q1 		$83K Buy
+500
New +$79.2K 0.17% 169
2018
Q1 		– Sell
-17,500
Closed -$1.55M – 76
2017
Q4 		$1.55M Sell
17,500
-19,173
-52% -$1.61M 5.96% 24
2017
Q3 		$3.08M Buy
36,673
+17,197
+88% +$1.23M 2.88% 35
2017
Q2 		$1.28M Sell
19,476
-2,390
-11% -$161K 1.97% 69
2017
Q1 		$1.32M Buy
+21,866
New +$1.24M 1.34% 55
2016
Q4 		– Sell
-54,500
Closed -$3.14M – 141
2016
Q3 		$3.14M Buy
54,500
+44,400
+440% +$2.41M 2.62% 43
2016
Q2 		$439K Buy
+10,100
New +$458K 1.14% 77

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return