HubSpot Inc
HUBS- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001404655
In the last 90 days, HubSpot Inc insiders filed 1 open-market purchase and 4 sales; 599 institutions reported holding it in 13F filings for Q2 2026, worth $8.94B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in HubSpot Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 663
- +74 vs. Q3 2021
- Shares held
- 43.5M
- +334.7K (+0.8%) vs. Q3 2021
- Total value
- $28.6B
- −$602.3M (−2.1%) vs. Q3 2021
- New holders
- 137
- 227 more added
- Sold out
- 63
- 220 more reduced
11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HUBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 599 | $8.94B |
| Q1 2026 | 680 | $12.0B |
| Q4 2025 | 748 | $18.9B |
| Q3 2025 | 772 | $21.8B |
| Q2 2025 | 788 | $26.5B |
| Q1 2025 | 805 | $27.4B |
| Q4 2024 | 798 | $32.7B |
| Q3 2024 | 729 | $24.5B |
| Q2 2024 | 801 | $27.0B |
| Q1 2024 | 732 | $28.6B |
| Q4 2023 | 709 | $26.2B |
| Q3 2023 | 680 | $22.2B |
| Q2 2023 | 682 | $23.4B |
| Q1 2023 | 638 | $19.3B |
| Q4 2022 | 576 | $13.1B |
| Q3 2022 | 567 | $12.1B |
| Q2 2022 | 586 | $13.2B |
| Q1 2022 | 629 | $20.7B |
| Q4 2021 | 663 | $28.6B |
| Q3 2021 | 600 | $29.2B |
| Q2 2021 | 547 | $24.8B |
| Q1 2021 | 507 | $19.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 75 | $49.4K | 0.01% | +75 | New |
| Asset Dedication, LLC | 75 | $50.0K | 0.01% | −15−16.7% | Reduced |
| Covestor Ltd | 77 | $51.0K | 0.07% | +77 | New |
| HM Payson & Co | 84 | $55.0K | 0.00% | +76+950.0% | Added |
| Brown Brothers Harriman & Co | 87 | $57.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 96 | $63.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $66.0K | 0.03% | +100 | New |
| Roth Financial Partners LLC | 100 | $66.0K | 0.05% | +100 | New |
| KB Financial Partners, LLC | 101 | $67.0K | 0.02% | +101 | New |
| Huntington National Bank | 105 | $69.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 105 | $69.0K | 0.00% | +5+5.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 105 | $69.0K | 0.01% | +30+40.0% | Added |
| Edmond de Rothschild Holding S.A. | 108 | $71.0K | 0.00% | +108 | New |
| AGF Investments LLC | 109 | $72.0K | 0.01% | +109 | New |
| Castleview Partners, LLC | 47,458 | $72.0K | 0.00% | +47,458 | New |
| Whittier Trust Co | 119 | $78.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 124 | $82.0K | 0.00% | −8−6.1% | Reduced |
| Cambridge Trust Co | 125 | $82.0K | 0.00% | +125 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 126 | $83.0K | 0.00% | −1,203−90.5% | Reduced |
| American Portfolios Advisors | 127 | $83.7K | 0.00% | −235−64.9% | Reduced |
| CWM, LLC | 130 | $86.0K | 0.00% | +130 | New |
| Fortitude Advisory Group L.L.C. | 134 | $88.0K | 0.04% | +134 | New |
| Cullen/Frost Bankers, Inc. | 140 | $92.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 142 | $94.0K | 0.01% | −106−42.7% | Reduced |
| IFP Advisors, Inc | 158 | $104.0K | 0.00% | +106+203.8% | Added |
| Adirondack Trust Co | 160 | $105.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 169 | $111.0K | 0.01% | +15+9.7% | Added |
| Sandy Cove Advisors, LLC | 172 | $113.0K | 0.10% | +172 | New |
| NVWM, LLC | 179 | $118.0K | 0.04% | +36+25.2% | Added |
| Leonteq Securities AG | 185 | $121.9K | 0.01% | −201−52.1% | Reduced |
| Salem Investment Counselors Inc | 189 | $125.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 189 | $125.0K | 0.00% | +189 | New |
| Washington Trust Advisors, Inc. | 194 | $128.0K | 0.01% | +194 | New |
| Penserra Capital Management LLC | 197 | $129.0K | 0.00% | −4,064−95.4% | Reduced |
| Quent Capital, LLC | 196 | $129.0K | 0.03% | +196 | New |
| CKW Financial Group | 203 | $130.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 205 | $135.0K | 0.01% | −5−2.4% | Reduced |
| Koshinski Asset Management, Inc. | 218 | $143.7K | 0.01% | +41+23.2% | Added |
| First Horizon Advisors, Inc. | 220 | $144.0K | 0.00% | −29−11.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 220 | $145.0K | 0.06% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 228 | $150.0K | 0.07% | +228 | New |
| EverSource Wealth Advisors, LLC | 255 | $168.0K | 0.05% | +255 | New |
| Altshuler Shaham Ltd | 280 | $185.0K | 0.00% | −115−29.1% | Reduced |
| Advisors Asset Management, Inc. | 286 | $188.5K | 0.00% | +177+162.4% | Added |
| Emerald Mutual Fund Advisers Trust | 287 | $189.0K | 0.01% | −354−55.2% | Reduced |
| Lazard Asset Management LLC | 293 | $192.0K | 0.00% | −941−76.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 294 | $194.0K | 0.00% | +294 | New |
| Mather Group, LLC. | 304 | $200.0K | 0.00% | −8−2.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 444 | $201.0K | 0.06% | +48+12.1% | Added |
| Engine No. 1 LLC | 308 | $203.0K | 0.04% | +308 | New |
| American Trust | 313 | $206.0K | 0.02% | +313 | New |
| RWM Asset Management, LLC | 316 | $208.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 320 | $211.0K | 0.07% | +320 | New |
| Meiji Yasuda Life Insurance Co | 322 | $212.0K | 0.00% | −158−32.9% | Reduced |
| HHM Wealth Advisors, LLC | 324 | $214.0K | 0.05% | +2+0.6% | Added |
| Cigna Investments Inc | 332 | $219.0K | 0.02% | 00.0% | Unchanged |
| First National Corp | 332 | $219.0K | 0.05% | 00.0% | Unchanged |
| Clare Market Investments LLC | 335 | $220.8K | 0.06% | −360−51.8% | Reduced |
| Personal Capital Advisors Corp | 340 | $224.0K | 0.00% | +19+5.9% | Added |
| Natixis Investment Managers International | 343 | $226.0K | 0.01% | −185−35.0% | Reduced |
| Edge Capital Group, LLC | 349 | $230.0K | 0.02% | +6+1.7% | Added |
| StoneX Group Inc. | 349 | $230.0K | 0.03% | −17−4.6% | Reduced |
| Minot Wealth Management LLC | 351 | $231.0K | 0.04% | −133−27.5% | Reduced |
| OneAscent Financial Services LLC | 351 | $231.0K | 0.44% | +351 | New |
| Arcadia Investment Management Corp | 365 | $241.0K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 366 | $241.0K | 0.02% | +56+18.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 369 | $243.0K | 0.02% | +369 | New |
| MBB Public Markets I LLC | 370 | $244.0K | 0.00% | +370 | New |
| Manchester Capital Management LLC | 372 | $245.0K | 0.03% | +2+0.5% | Added |
| Tru Independence Asset Management 2, LLC | 376 | $248.0K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 379 | $250.0K | 0.00% | +11+3.0% | Added |
| Captrust Financial Advisors | 381 | $251.0K | 0.00% | +59+18.3% | Added |
| B. Riley Wealth Management, Inc. | 382 | $252.0K | 0.02% | −3−0.8% | Reduced |
| Moors & Cabot, Inc. | 390 | $257.0K | 0.02% | −2−0.5% | Reduced |
| Parallel Advisors, LLC | 396 | $261.0K | 0.01% | +28+7.6% | Added |
| Vahanian & Associates Financial Planning Inc. | 396 | $261.0K | 0.21% | +396 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $264.0K | 0.02% | −300−42.9% | Reduced |
| Kaizen Financial Strategies | 400 | $264.0K | 0.20% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $264.0K | 0.51% | +400 | New |
| Coldstream Capital Management Inc | 402 | $265.0K | 0.01% | −288−41.7% | Reduced |
| Signaturefd, LLC | 411 | $271.0K | 0.01% | +3+0.7% | Added |
| Petrus Trust Company, LTA | 413 | $272.0K | 0.03% | +413 | New |
| GPS Wealth Strategies Group, LLC | 417 | $275.0K | 0.06% | +21+5.3% | Added |
| Barings LLC | 433 | $286.0K | 0.01% | −133−23.5% | Reduced |
| Accredited Investors Inc. | 437 | $288.0K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 437 | $288.0K | 0.01% | +437 | New |
| Profund Advisors LLC | 440 | $290.0K | 0.01% | +15+3.5% | Added |
| Foundry Partners, LLC | 443 | $292.0K | 0.01% | −140−24.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 450 | $297.0K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 452 | $297.0K | 0.10% | +452 | New |
| Federation des caisses Desjardins du Quebec | 452 | $297.8K | 0.00% | −102−18.4% | Reduced |
| Prelude Capital Management, LLC | 456 | $301.0K | 0.01% | −94−17.1% | Reduced |
| Keybank National Association | 463 | $305.0K | 0.00% | −2−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 462 | $305.0K | 0.12% | +462 | New |
| Acadian Asset Management LLC | 472 | $310.0K | 0.00% | −832−63.8% | Reduced |
| Wetherby Asset Management Inc | 474 | $312.0K | 0.02% | +63+15.3% | Added |
| Brookfield Asset Management Inc. | 487 | $321.0K | 0.00% | −4,513−90.3% | Reduced |
| HBK Sorce Advisory LLC | 492 | $324.0K | 0.02% | +17+3.6% | Added |
| Wolff Wiese Magana LLC | 495 | $326.0K | 0.21% | +3+0.6% | Added |