HubSpot Inc

HUBS

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001404655

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2021: 663 institutions

Value heldQ4 2021: $28.6B

Institutions holding HUBS and their total value by quarter
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.

Institutions holding HUBS in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bollard Group LLC	22	$14.0K	0.00%	+22	New
Front Row Advisors LLC	20	$13.0K	0.00%	−9−31.0%	Reduced
BDO Wealth Advisors, LLC	20	$13.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	20	$13.0K	0.00%	+10+100.0%	Added
BerganKDV Wealth Management, LLC	19	$13.0K	0.00%	+19	New
CVA Family Office, LLC	20	$13.0K	0.00%	+20	New
Mach-1 Financial Group, Inc.	20	$13.0K	0.01%	+20	New
Ancora Advisors, LLC	16	$11.0K	0.00%	00.0%	Unchanged
Surevest, LLC	16	$11.0K	0.00%	+16	New
Concord Wealth Partners	16	$11.0K	0.00%	+16	New
Total Clarity Wealth Management, Inc.	15	$10.0K	0.00%	00.0%	Unchanged
Charter Oak Capital Management, LLC	15	$10.0K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	15	$10.0K	0.00%	+4+36.4%	Added
Proequities, Inc.	14	$9.00K	0.00%	00.0%	Unchanged
Vigilant Capital Management, LLC	14	$9.00K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	14	$9.00K	0.00%	00.0%	Unchanged
Carroll Financial Associates, Inc.	14	$9.00K	0.00%	+2+16.7%	Added
Econ Financial Services Corp	13	$9.00K	0.01%	+13	New
West Branch Capital LLC	13	$9.00K	0.00%	+13	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	12	$8.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	12	$8.00K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	12	$8.00K	0.00%	+2+20.0%	Added
Activest Wealth Management	10	$7.00K	0.00%	−30−75.0%	Reduced
Creative Financial Designs Inc	10	$7.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	10	$7.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	10	$7.00K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	11	$7.00K	0.00%	00.0%	Unchanged
Dixon Hughes Goodman Wealth Advisors LLC	11	$7.00K	0.00%	+11	New
Harel Insurance Investments & Financial Services Ltd.	9	$6.00K	0.00%	−11−55.0%	Reduced
West Paces Advisors Inc.	9	$5.93K	0.00%	+1+12.5%	Added
Raffa Wealth Management, LLC	8	$5.27K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	8	$5.00K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	7	$5.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$5.00K	0.00%	+3+75.0%	Added
Stonebridge Capital Advisors LLC	7	$5.00K	0.00%	+7	New
Estabrook Capital Management	7	$4.61K	0.00%	+7	New
RE Dickinson Investment Advisors, LLC	6	$4.00K	0.00%	+6	New
Ritter Daniher Financial Advisory, LLC	6	$4.00K	0.00%	+6	New
Focused Wealth Management, Inc	4	$3.00K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	4	$3.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	4	$3.00K	0.00%	00.0%	Unchanged
Patriot Financial Group Insurance Agency, LLC	5	$3.00K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	4	$3.00K	0.00%	+1+33.3%	Added
Center for Financial Planning, Inc.	5	$3.00K	0.00%	+5	New
Masso Torrence Wealth Management Inc.	4	$3.00K	0.00%	+4	New
FourThought Financial, LLC	3	$2.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	3	$2.00K	0.00%	+2+200.0%	Added
Curi Capital	4	$2.00K	0.00%	+4	New
Sutton Wealth Advisors Inc.	3	$1.98K	0.00%	+3	New
Reilly Financial Advisors, LLC	2	$1.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	1	$1.00K	0.00%	+1	New
Capital Advisors, Ltd. LLC	1	$1.00K	0.00%	+1	New
Cornerstone Advisory, LLC	2	$1.00K	0.00%	+2	New
First Bank & Trust	2	$1.00K	0.00%	+2	New
Harvest Group Wealth Management, LLC	2	$1.00K	0.00%	+2	New
Larson Financial Group LLC	2	$1.00K	0.00%	+2	New
Core Alternative Capital	2	$1.00K	0.00%	+2	New
Key Financial Inc	2	$1.00K	0.00%	+2	New
Gordian Capital Singapore Pte Ltd	1	$1.00K	0.00%	+1	New
Henrickson Nauta Wealth Advisors, Inc.	3	$1.00K	0.00%	+3	New
City State Bank	2	$1.00K	0.00%	+2	New
Bivin & Associates, Inc.	2	$1.00K	0.00%	+2	New
Retirement Planning Co of New England, Inc.	1	$0	0.00%	+1	New
1832 Asset Management L.P.	0	$0	0.00%	−180,711−100.0%	Sold out
North Peak Capital Management, LLC	0	$0	0.00%	−162,452−100.0%	Sold out
Graticule Asia Macro Advisors LLC	0	$0	0.00%	−35,575−100.0%	Sold out
Greenlea Lane Capital Management, LLC	0	$0	0.00%	−29,213−100.0%	Sold out
Caas Capital Management LP	0	$0	0.00%	−18,012−100.0%	Sold out
PEAK6 Investments LLC	0	$0	0.00%	−12,890−100.0%	Sold out
Moore Capital Management, LP	0	$0	0.00%	−11,402−100.0%	Sold out
AMP Capital Investors Ltd	0	$0	0.00%	−9,799−100.0%	Sold out
Jefferies Group LLC	0	$0	0.00%	−5,612−100.0%	Sold out
Capital Impact Advisors, LLC	0	$0	0.00%	−5,146−100.0%	Sold out
Breakline Capital LLC	0	$0	0.00%	−4,999−100.0%	Sold out
Capula Management Ltd	0	$0	0.00%	−4,624−100.0%	Sold out
Peregrine Asset Advisers, Inc.	0	$0	0.00%	−4,248−100.0%	Sold out
Gotham Asset Management, LLC	0	$0	0.00%	−2,984−100.0%	Sold out
Verition Fund Management LLC	0	$0	0.00%	−2,670−100.0%	Sold out
Susquehanna Fundamental Investments, LLC	0	$0	0.00%	−2,462−100.0%	Sold out
Syntal Capital Partners, LLC	0	$0	0.00%	−2,245−100.0%	Sold out
Scotia Capital Inc.	0	$0	0.00%	−2,106−100.0%	Sold out
Castleark Management LLC	0	$0	0.00%	−2,045−100.0%	Sold out
CastleArk Alternatives, LLC	0	$0	0.00%	−2,045−100.0%	Sold out
Maryland Capital Management	0	$0	0.00%	−1,920−100.0%	Sold out
Capital CS Group, LLC	0	$0	0.00%	−1,725−100.0%	Sold out
G&S Capital LLC	0	$0	0.00%	−1,266−100.0%	Sold out
Inverness Counsel LLC	0	$0	0.00%	−1,161−100.0%	Sold out
Camarda Financial Advisors, LLC	0	$0	0.00%	−1,107−100.0%	Sold out
Mirabella Financial Services LLP	0	$0	0.00%	−1,089−100.0%	Sold out
Kemnay Advisory Services Inc.	0	$0	0.00%	−1,026−100.0%	Sold out
Crossmark Global Holdings, Inc.	0	$0	0.00%	−890−100.0%	Sold out
Meeder Asset Management Inc	0	$0	0.00%	−775−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−677−100.0%	Sold out
CIBC World Markets Inc.	0	$0	0.00%	−636−100.0%	Sold out
Cutler Group LP	0	$0	0.00%	−600−100.0%	Sold out
Greenwich Wealth Management LLC	0	$0	0.00%	−513−100.0%	Sold out
Citizens Financial Group Inc	0	$0	0.00%	−468−100.0%	Sold out
Independent Financial Group, LLC	0	$0	0.00%	−407−100.0%	Sold out
Diversified Trust Co	0	$0	0.00%	−398−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−390−100.0%	Sold out