HUBS HUBSPOT INC

Ownership history in WELCH & FORBES LLC  ·  30 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported HUBSPOT INC (HUBS) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. 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 WELCH & FORBES LLC'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
0.01% in 2023 Q4

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 WELCH & FORBES LLC held HUBS — position size vs. price
% of Fund (quarterly)    HUBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 456 0% 0.00% $213K 2025-11-04 $471.99
2025 Q2 UNCHANGED 456 0% 0.00% $254K 2025-08-05 $492.16
2025 Q1 REDUCED 456 -25 -5.2% 0.00% $261K 2025-05-02 $635.81
2024 Q4 REDUCED 481 -25 -4.9% 0.00% $335K 2025-02-07 $771.17
2024 Q3 ADDED 506 +25 +5.2% 0.00% $269K 2024-11-04 $564.55
2024 Q2 UNCHANGED 481 0% 0.00% $269K 2024-08-02 $465.66
2024 Q1 REDUCED 481 -100 -17.2% 0.00% $301K 2024-05-03 $600.27
2023 Q4 REDUCED 581 -200 -25.6% 0.01% $337K 2024-02-06 $605.93
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES LLC and HUBS

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

How long has WELCH & FORBES LLC reported owning HUBS?

WELCH & FORBES LLC reported HUBS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HUBS position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for HUBS was 0.01% in 2023 Q4.

What is the latest reported HUBS position on this page?

The most recent filing on this page is 2025 Q3, when WELCH & FORBES LLC reported 456 shares, equal to 0.00% of portfolio, with an estimated market value of $213K.

What does the chart on this HUBS ownership page compare?

The chart compares WELCH & FORBES LLC'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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