Edmonds Duncan Registered Investment Advisors, LLC Hubspot Inc Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 16, 2023	BUY	$468.24 - $580.55 $41,673 - $51,668	89 Added 20.94%	514 $253,000
Q2 2023 Jul 06, 2023	BUY	$401.85 - $532.09 $170,786 - $226,138	425 New	425 $226,000
Q2 2022 Jul 20, 2022	SELL	$281.81 - $504.2 $126,250 - $225,881	-448 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$385.67 - $607.59 $1,542 - $2,430	4 Added 0.9%	448 $213,000
Q4 2021 Jan 27, 2022	BUY	$633.79 - $852.08 $30,421 - $40,899	48 Added 12.12%	444 $201,000
Q3 2021 Oct 19, 2021	BUY	$550.72 - $734.28 $9,912 - $13,217	18 Added 4.76%	396 $268,000
Q2 2021 Jul 27, 2021	BUY	$472.71 - $596.44 $178,684 - $225,454	378 New	378 $220,000

Others Institutions Holding HUBS

# of Institutions

800

Shares Held

42.4M

Call Options Held

542K

Put Options Held

893K

Vanguard Group Inc Valley Forge, PA

5.06M
Shares

$3.63 Billion
0.05% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.35M
Shares

$3.12 Billion
0.27% of portfolio
Black Rock Inc. New York, NY

3.5M
Shares

$2.52 Billion
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

2.82M
Shares

$2.03 Billion
0.12% of portfolio
Wellington Management Group LLP Boston, MA

1.4M
Shares

$1.01 Billion
0.13% of portfolio

View Full List

About HUBSPOT INC

Ticker HUBS
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,019,200
Market Cap $34.5B
Description
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes marketing, sales, service, and content management systems, as well as integrated applications, such as search engine optimization, blogging, website content managem...

More about HUBS

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