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Wakefield Asset Management’s HubSpot HUBS Stock Holding History

Wakefield Asset 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
Q3 		– Sell
-379
Closed -$211K – 207
2025
Q2 		$211K Hold
379
– – 0.06% 205
2025
Q1 		$217K Buy
+379
New +$266K 0.07% 195

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wakefield Asset Management's HUBS Position: Q3 2025 in Review

Wakefield Asset Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 379 shares — an estimated $211K sold.

Wakefield Asset Management first reported a position in HUBS in Q1 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Wakefield Asset Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 379 HubSpot shares in Q3 2025, an estimated $211K.
  • Wakefield Asset Management first reported a position in HubSpot in Q1 2025 and held it in 2 quarters.
  • Wakefield Asset Management's HubSpot position peaked at $217K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Wakefield Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.