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Tortoise Investment Management’s HubSpot HUBS Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1
Closed -$468 – 769
2025
Q3 		$468 Sell
1
-2
-67% -$1.01K ﹤0.01% 1188
2025
Q2 		$1.67K Buy
+3
New +$1.76K ﹤0.01% 847
2019
Q4 		– Sell
-6
Closed -$1K – 603
2019
Q3 		$1K Hold
6
– – ﹤0.01% 570
2019
Q2 		$1K Hold
6
– – ﹤0.01% 604
2019
Q1 		$1K Buy
+6
New +$950 ﹤0.01% 598

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's HUBS Position: Q4 2025 in Review

Tortoise Investment Management sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 1 share — an estimated $468 sold.

Tortoise Investment Management first reported a position in HUBS in Q1 2019 and held it in 5 quarters. The position peaked at $1.67K in Q2 2025. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Tortoise Investment Management reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 HubSpot share in Q4 2025, an estimated $468.
  • Tortoise Investment Management first reported a position in HubSpot in Q1 2019 and held it in 5 quarters.
  • Tortoise Investment Management's HubSpot position peaked at $1.67K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.