Values First Advisors, Inc. Hubspot Inc Transaction History

Values First Advisors, Inc.

$177 Million
Q4 2024

A detailed history of Values First Advisors, Inc. transactions in Hubspot Inc stock. As of the latest transaction made, Values First Advisors, Inc. holds 1,050 shares of HUBS stock, worth $809,728. This represents 0.41% of its overall portfolio holdings.

Number of Shares

1,050

Previous 1,224 14.22%

Holding current value

$809,728

Previous $650,000 12.46%

% of portfolio

0.41%

Previous 0.36%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$514.07 - $757.4 $89,448 - $131,787	-174 Reduced 14.22%	1,050 $731,000
Q3 2024 Oct 23, 2024	BUY	$450.09 - $592.58 $5,401 - $7,110	12 Added 0.99%	1,224 $650,000
Q2 2024 Jul 19, 2024	SELL	$557.25 - $682.02 $42,908 - $52,515	-77 Reduced 5.97%	1,212 $714,000
Q1 2024 Apr 23, 2024	SELL	$530.25 - $646.63 $73,174 - $89,234	-138 Reduced 9.67%	1,289 $807,000
Q4 2023 Jan 18, 2024	BUY	$410.93 - $589.05 $6,574 - $9,424	16 Added 1.13%	1,427 $828,000
Q3 2023 Nov 08, 2023	SELL	$468.24 - $580.55 $113,314 - $140,493	-242 Reduced 14.64%	1,411 $694,000
Q2 2023 Aug 02, 2023	SELL	$401.85 - $532.09 $209,765 - $277,750	-522 Reduced 24.0%	1,653 $879,000
Q1 2023 May 15, 2023	SELL	$272.23 - $428.75 $40,290 - $63,455	-148 Reduced 6.37%	2,175 $932,000
Q4 2022 Jan 20, 2023	SELL	$252.15 - $313.48 $19,667 - $24,451	-78 Reduced 3.25%	2,323 $0
Q3 2022 Dec 02, 2022	BUY	$263.97 - $407.07 $185,834 - $286,577	704 Added 41.48%	2,401 $648,000
Q2 2022 Jul 20, 2022	BUY	$281.81 - $504.2 $53,262 - $95,293	189 Added 12.53%	1,697 $510,000
Q1 2022 May 03, 2022	BUY	$385.67 - $607.59 $158,510 - $249,719	411 Added 37.47%	1,508 $716,000
Q4 2021 Mar 10, 2022	BUY	$633.79 - $852.08 $695,267 - $934,731	1,097 New	1,097 $723,000
Q3 2021 Nov 15, 2022	SELL	$550.72 - $734.28 $315,011 - $420,008	-572 Reduced 33.71%	1,125 $760,000
Q2 2021 Nov 15, 2022	SELL	$472.71 - $596.44 $325,697 - $410,947	-689 Reduced 35.01%	1,279 $746,000
Q1 2021 Nov 15, 2022	BUY	$349.99 - $543.49 $94,847 - $147,285	271 Added 15.97%	1,968 $894,000
Q4 2020 Nov 15, 2022	SELL	$285.45 - $418.22 $279,741 - $409,855	-980 Reduced 34.79%	1,837 $728,000
Q3 2020 Nov 15, 2022	SELL	$211.99 - $314.25 $171,499 - $254,228	-809 Reduced 22.31%	2,817 $823,000
Q2 2020 Nov 15, 2022	BUY	$113.26 - $226.04 $7,588 - $15,144	67 Added 1.88%	3,626 $814,000
Q1 2020 Jan 09, 2023	BUY	$104.71 - $198.53 $146,594 - $277,942	1,400 Added 58.31%	3,801 $506 Million
Q4 2019 Nov 15, 2022	BUY	$141.09 - $167.39 $262,709 - $311,680	1,862 Added 109.72%	3,559 $564,000

Others Institutions Holding HUBS

# of Institutions

828

Shares Held

42.6M

Call Options Held

542K

Put Options Held

893K

View Full List

About HUBSPOT INC

Ticker HUBS
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,019,200
Market Cap $37B
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...

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Values First Advisors, Inc. Hubspot Inc Transaction History