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, Q1 2022
Institutional positions in HubSpot Inc as of Mar 31, 2022. 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
- 629
- −27 vs. Q4 2021
- Shares held
- 43.6M
- +118.0K (+0.3%) vs. Q4 2021
- Total value
- $20.7B
- −$7.91B (−27.7%) vs. Q4 2021
- New holders
- 82
- 258 more added
- Sold out
- 109
- 201 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 219 | $104.0K | 0.00% | +89+68.5% | Added |
| CKW Financial Group | 203 | $100.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 212 | $100.0K | 0.00% | +15+7.6% | Added |
| Quent Capital, LLC | 206 | $98.0K | 0.02% | +10+5.1% | Added |
| Cambridge Trust Co | 194 | $92.0K | 0.00% | +69+55.2% | Added |
| Salem Investment Counselors Inc | 189 | $90.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 175 | $83.0K | 0.01% | +132+307.0% | Added |
| Sandy Cove Advisors, LLC | 172 | $82.0K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 174 | $81.0K | 0.00% | −119−40.6% | Reduced |
| Quadrant Capital Group LLC | 165 | $78.0K | 0.01% | −4−2.4% | Reduced |
| Adirondack Trust Co | 160 | $76.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 154 | $73.0K | 0.00% | −35−18.5% | Reduced |
| Heritage Wealth Management, LLC | 152 | $72.0K | 0.02% | +152 | New |
| EverSource Wealth Advisors, LLC | 152 | $71.0K | 0.02% | −103−40.4% | Reduced |
| Clearstead Advisors, LLC | 142 | $67.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 139 | $66.0K | 0.00% | +31+28.7% | Added |
| Huntington National Bank | 136 | $65.0K | 0.00% | +31+29.5% | Added |
| Baillie Gifford & Co | 132 | $63.0K | 0.00% | +8+6.5% | Added |
| American Portfolios Advisors | 128 | $60.8K | 0.00% | +1+0.8% | Added |
| Institutional & Family Asset Management, LLC | 125 | $59.0K | 0.01% | +29+30.2% | Added |
| First Horizon Advisors, Inc. | 121 | $58.0K | 0.00% | −99−45.0% | Reduced |
| Whittier Trust Co | 122 | $58.0K | 0.00% | +3+2.5% | Added |
| Aaron Wealth Advisors | 24,221 | $51.0K | 0.00% | +24,221 | New |
| Benjamin F. Edwards & Company, Inc. | 105 | $50.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 105 | $50.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $47.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 90 | $43.0K | 0.01% | +90 | New |
| Lloyd Advisory Services, LLC. | 89 | $42.0K | 0.02% | +89 | New |
| Brown Brothers Harriman & Co | 87 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $38.0K | 0.00% | +80 | New |
| Bartlett & Co. Wealth Management LLC | 80 | $38.0K | 0.00% | +80 | New |
| Asset Dedication, LLC | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $35.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 72 | $34.0K | 0.02% | +14+24.1% | Added |
| Coastal Capital Group, Inc. | 68 | $32.0K | 0.01% | +48+240.0% | Added |
| KB Financial Partners, LLC | 66 | $31.0K | 0.01% | −35−34.7% | Reduced |
| Private Capital Group, LLC | 64 | $30.0K | 0.01% | +6+10.3% | Added |
| RPg Family Wealth Advisory, LLC | 63 | $29.9K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58 | $29.3K | 0.00% | +58 | New |
| Close Asset Management Ltd | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 59 | $28.0K | 0.01% | +23+63.9% | Added |
| AdvisorNet Financial, Inc | 60 | $28.0K | 0.00% | +32+114.3% | Added |
| Whittier Trust Co of Nevada Inc | 53 | $25.0K | 0.00% | +18+51.4% | Added |
| Sandy Spring Bank | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $23.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 44 | $21.0K | 0.00% | −24−35.3% | Reduced |
| PYA Waltman Capital, LLC | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $19.0K | 0.00% | +41 | New |
| MCF Advisors LLC | 40 | $19.0K | 0.00% | +40 | New |
| Kelly Financial Services LLC | 39 | $18.5K | 0.01% | +39 | New |
| Harvest Fund Management Co., Ltd | 40 | $18.0K | 0.00% | −752−94.9% | Reduced |
| Covestor Ltd | 34 | $17.0K | 0.01% | −43−55.8% | Reduced |
| Smithfield Trust Co | 38 | $17.0K | 0.00% | 00.0% | Unchanged |
| BIT Capital GmbH | 35 | $16.6K | 0.00% | −1,434−97.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 34 | $16.0K | 0.01% | −100−74.6% | Reduced |
| Carolinas Wealth Consulting LLC | 33 | $16.0K | 0.00% | +12+57.1% | Added |
| Money Concepts Capital Corp | 31 | $15.0K | 0.00% | −555−94.7% | Reduced |
| Massmutual Trust Co FSB | 31 | $15.0K | 0.00% | −2−6.1% | Reduced |
| Earnest Partners LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 27 | $13.0K | 0.00% | +27 | New |
| Riverview Trust Co | 28 | $13.0K | 0.01% | +28 | New |
| Pittenger & Anderson Inc | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $10.0K | 0.00% | −9−30.0% | Reduced |
| TCI Wealth Advisors, Inc. | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 21 | $10.0K | 0.00% | +6+40.0% | Added |
| Activest Wealth Management | 21 | $10.0K | 0.01% | +11+110.0% | Added |
| TCWP LLC | 23 | $10.0K | 0.00% | +23 | New |
| BerganKDV Wealth Management, LLC | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 16 | $8.00K | 0.00% | +16 | New |
| Proequities, Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $7.00K | 0.00% | +3+25.0% | Added |
| Econ Financial Services Corp | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $6.00K | 0.00% | +6+100.0% | Added |
| JJJ Advisors Inc. | 13 | $6.00K | 0.00% | +13 | New |
| CVA Family Office, LLC | 10 | $5.00K | 0.00% | −10−50.0% | Reduced |
| Creative Financial Designs Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $5.00K | 0.00% | +3+42.9% | Added |
| West Paces Advisors Inc. | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $4.27K | 0.00% | +1+12.5% | Added |
| Glassman Wealth Services | 8 | $4.00K | 0.00% | −33−80.5% | Reduced |
| Valley National Advisers Inc | 9 | $4.00K | 0.00% | −6−40.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 8 | $4.00K | 0.00% | +4+100.0% | Added |