West Branch Capital’s HubSpot HUBS Stock Holding History

West Branch 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 Q1	–	Sell	-13	Closed	-$9.06K	–	550
2024 Q4	$9.06K	Hold	13	–	–	﹤0.01%	276
2024 Q3	$6.91K	Hold	13	–	–	﹤0.01%	310
2024 Q2	$7.67K	Hold	13	–	–	﹤0.01%	294
2024 Q1	$8.15K	Hold	13	–	–	﹤0.01%	291
2023 Q4	$7.55K	Hold	13	–	–	﹤0.01%	300
2023 Q3	$6.4K	Hold	13	–	–	﹤0.01%	317
2023 Q2	$6.92K	Hold	13	–	–	﹤0.01%	312
2023 Q1	$5.57K	Hold	13	–	–	﹤0.01%	345
2022 Q4	$3.76K	Hold	13	–	–	﹤0.01%	368
2022 Q3	$4K	Hold	13	–	–	﹤0.01%	366
2022 Q2	$4K	Hold	13	–	–	﹤0.01%	350
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	340
2021 Q4	$9K	Buy	+13	New	+$9.83K	﹤0.01%	337

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

West Branch Capital's HUBS Position: Q1 2025 in Review

West Branch Capital sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 13 shares — an estimated $9.06K sold.

West Branch Capital first reported a position in HUBS in Q4 2021 and held it in 13 quarters. The position peaked at $9.06K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

West Branch Capital reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 13 HubSpot shares in Q1 2025, an estimated $9.06K.
West Branch Capital first reported a position in HubSpot in Q4 2021 and held it in 13 quarters.
West Branch Capital's HubSpot position peaked at $9.06K in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.