Root Financial Partners »

Hubspot shares owned by Root Financial Partners

Quarter-by-quarter ownership of Hubspot (HUBS) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Hubspot

Tip: Access up to 7 years of quarterly data

All positions including Hubspot held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hubspot by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 1.1k 467.80
2025-06-30 $708k 1.3k 556.63
2025-03-31 $1.5M 2.6k 571.29

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Hubspot

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
Wellington Management Company
Pictet Asset Management Holding SA
State Street Corporation
Henderson Group
Franklin Resources
Geode Capital Management
Ubs Global Asset Management Americas
ClearBridge Advisors
Goldman Sachs Group
Millennium Management
AQR Capital Management

View all funds holding Hubspot