HUBS β€” HUBSPOT INC

Ownership history in Key FInancial Inc  Β·  16 quarters on record

AI Ownership Summary

Key FInancial Inc reported HUBSPOT INC (HUBS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HUBS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HUBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in HUBSPOT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HUBS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Key FInancial Inc held HUBS β€” position size vs. price
% of Fund (quarterly)    HUBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2 β€” 0% 0.00% $880 2025-11-05 $464.71
2025 Q2 UNCHANGED 2 β€” 0% 0.00% $1K 2025-08-05 $492.16
2025 Q1 UNCHANGED 2 β€” 0% 0.00% $1K 2025-05-01 $624.05
2024 Q4 UNCHANGED 2 β€” 0% 0.00% $1K 2025-01-31 $779.53
2024 Q3 UNCHANGED 2 β€” 0% 0.00% $1K 2024-10-29 $563.21
2024 Q2 UNCHANGED 2 β€” 0% 0.00% $1K 2024-07-30 $488.02
2024 Q1 UNCHANGED 2 β€” 0% 0.00% $1K 2024-05-01 $606.09
2023 Q4 UNCHANGED 2 β€” 0% 0.00% $1K 2024-01-31 $611.00
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HUBS

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Aspect Partners, LLC 0.0%

FAQ About Key FInancial Inc and HUBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key FInancial Inc reported owning HUBS?

Key FInancial Inc reported HUBS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HUBS position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for HUBS was 0.00% in 2024 Q1.

What is the latest reported HUBS position on this page?

The most recent filing on this page is 2025 Q3, when Key FInancial Inc reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $880.

What does the chart on this HUBS ownership page compare?

The chart compares Key FInancial Inc's quarterly HUBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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