WHGC
HUBS icon

Wealth High Governance Capital’s HubSpot HUBS Stock Holding History

Wealth High Governance 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
2024
Q4 		– Sell
-20,000
Closed -$10.6M – 57
2024
Q3 		$10.6M Buy
+20,000
New +$10M 3.73% 9
2023
Q2 		– Sell
-30,000
Closed -$12.9M – 25
2023
Q1 		$12.9M Buy
+30,000
New +$10.9M 5.73% 6

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wealth High Governance Capital's HUBS Position: Q4 2024 in Review

Wealth High Governance Capital sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 20,000 shares — an estimated $10.6M sold.

Wealth High Governance Capital first reported a position in HUBS in Q1 2023 and held it in 2 quarters. The position peaked at $12.9M in Q1 2023. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Wealth High Governance Capital reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Wealth High Governance Capital sold 20,000 HubSpot shares in Q4 2024, an estimated $10.6M.
  • Wealth High Governance Capital first reported a position in HubSpot in Q1 2023 and held it in 2 quarters.
  • Wealth High Governance Capital's HubSpot position peaked at $12.9M in Q1 2023.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Wealth High Governance Capital's 13F filing for Q4 2024, filed 7 Feb 2025.