Waterloo Capital’s HubSpot HUBS Stock Holding History

Waterloo Capital’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	-444	Closed	-$208K	–	470
2025 Q3	$208K	Buy	+444	New	+$223K	0.02%	440

Other funds holding HUBS

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Waterloo Capital's HUBS Position: Q4 2025 in Review

Waterloo Capital sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 444 shares — an estimated $208K sold.

Waterloo Capital first reported a position in HUBS in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Waterloo Capital reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Waterloo Capital sold 444 HubSpot shares in Q4 2025, an estimated $208K.
Waterloo Capital first reported a position in HubSpot in Q3 2025 and held it in 1 quarter.
Waterloo Capital's HubSpot position peaked at $208K in Q3 2025.
748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.