TOBAM’s HubSpot HUBS Stock Holding History

TOBAM’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 Q1	–	Sell	-79	Closed	-$55K	–	290
2024 Q4	$55K	Sell	79 -125	-61%	-$80.4K	0.02%	288
2024 Q3	$108K	Buy	204 +72	+55%	+$36.2K	0.02%	233
2024 Q2	$78K	Buy	+132	New	+$81K	0.01%	266

Other funds holding HUBS

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TOBAM's HUBS Position: Q1 2025 in Review

TOBAM sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 79 shares — an estimated $55K sold.

TOBAM first reported a position in HUBS in Q2 2024 and held it in 3 quarters. The position peaked at $108K in Q3 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

TOBAM reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
TOBAM sold 79 HubSpot shares in Q1 2025, an estimated $55K.
TOBAM first reported a position in HubSpot in Q2 2024 and held it in 3 quarters.
TOBAM's HubSpot position peaked at $108K in Q3 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on TOBAM's 13F filing for Q1 2025, filed 16 Apr 2025.