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 2023
Institutional positions in HubSpot Inc as of Mar 31, 2023. 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
- 638
- +73 vs. Q4 2022
- Shares held
- 45.0M
- −337.0K (−0.7%) vs. Q4 2022
- Total value
- $19.3B
- +$6.15B (+46.9%) vs. Q4 2022
- New holders
- 126
- 226 more added
- Sold out
- 53
- 179 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 79 | $33.9K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 79 | $33.9K | 0.03% | +79 | New |
| Bartlett & Co. LLC | 80 | $34.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $34.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $34.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 91 | $39.0K | 0.02% | +70+333.3% | Added |
| Brown Brothers Harriman & Co | 95 | $40.7K | 0.00% | +8+9.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $42.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 102 | $43.7K | 0.00% | +26+34.2% | Added |
| Lazard Asset Management LLC | 108 | $46.0K | 0.00% | +67+163.4% | Added |
| Sycomore Asset Management | 118 | $47.0K | 0.01% | −12,280−99.0% | Reduced |
| Umb Bank N A | 114 | $48.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 115 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 122 | $52.0K | 0.00% | −2−1.6% | Reduced |
| Quadrant Capital Group LLC | 122 | $52.3K | 0.01% | −33−21.3% | Reduced |
| Level Financial Advisors, Inc. | 125 | $53.6K | 0.03% | +75+150.0% | Added |
| Guinness Atkinson Asset Management Inc | 128 | $54.9K | 0.03% | −16−11.1% | Reduced |
| Washington Trust Advisors, Inc. | 131 | $56.2K | 0.01% | −3−2.2% | Reduced |
| Cambridge Trust Co | 132 | $56.6K | 0.00% | −49−27.1% | Reduced |
| Farther Finance Advisors, LLC | 133 | $57.0K | 0.02% | −7−5.0% | Reduced |
| TFC Financial Management | 138 | $59.2K | 0.02% | +138 | New |
| Kelly Financial Services LLC | 142 | $60.9K | 0.03% | −5−3.4% | Reduced |
| Institutional & Family Asset Management, LLC | 156 | $66.9K | 0.01% | −11−6.6% | Reduced |
| Adirondack Trust Co | 160 | $68.6K | 0.03% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 170 | $73.0K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 179 | $75.9K | 0.00% | +1+0.6% | Added |
| Manchester Capital Management LLC | 184 | $78.9K | 0.01% | +184 | New |
| Salem Investment Counselors Inc | 189 | $81.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $85.8K | 0.00% | −225−52.9% | Reduced |
| CKW Financial Group | 203 | $87.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 220 | $94.3K | 0.01% | +18+8.9% | Added |
| Quent Capital, LLC | 224 | $96.0K | 0.02% | +28+14.3% | Added |
| Edge Capital Group, LLC | 229 | $98.2K | 0.01% | +229 | New |
| IFP Advisors, Inc | 785 | $98.7K | 0.00% | −241−23.5% | Reduced |
| Tower Research Capital LLC (TRC) | 230 | $99.0K | 0.00% | +122+113.0% | Added |
| Sunbelt Securities, Inc. | 251 | $104.7K | 0.02% | +251 | New |
| Horizon Investments, LLC | 251 | $107.6K | 0.00% | +251 | New |
| HHM Wealth Advisors, LLC | 263 | $112.8K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 264 | $113.2K | 0.10% | +264 | New |
| Clearstead Advisors, LLC | 272 | $116.6K | 0.01% | +130+91.5% | Added |
| Natixis Investment Managers International | 318 | $136.3K | 0.01% | −327−50.7% | Reduced |
| Ossiam | 358 | $153.5K | 0.00% | −27−7.0% | Reduced |
| Arcadia Investment Management Corp | 365 | $156.5K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 365 | $156.5K | 0.00% | +365 | New |
| Huntington National Bank | 365 | $156.5K | 0.00% | +10+2.8% | Added |
| Acima Private Wealth, LLC | 366 | $156.9K | 0.08% | +366 | New |
| Wolff Wiese Magana LLC | 384 | $164.6K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 576 | $166.0K | 0.00% | +567+6,300.0% | Added |
| Advisors Asset Management, Inc. | 389 | $166.8K | 0.00% | −221−36.2% | Reduced |
| EverSource Wealth Advisors, LLC | 393 | $168.5K | 0.02% | −40−9.2% | Reduced |
| Bessemer Group Inc | 402 | $173.0K | 0.00% | +16+4.1% | Added |
| CWM, LLC | 414 | $178.0K | 0.00% | −2−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 419 | $179.7K | 0.04% | +419 | New |
| Accredited Investors Inc. | 468 | $200.7K | 0.02% | +468 | New |
| Cetera Advisors LLC | 469 | $201.1K | 0.00% | +469 | New |
| Private Portfolio Partners LLC | 471 | $201.9K | 0.05% | +471 | New |
| Catalyst Financial Partners LLC | 471 | $201.9K | 0.09% | +471 | New |
| Global Strategic Investment Solutions, LLC | 475 | $203.7K | 0.03% | +475 | New |
| Synergy Financial Group, LTD | 483 | $207.1K | 0.34% | +483 | New |
| Coldstream Capital Management Inc | 483 | $207.1K | 0.01% | +483 | New |
| Truvestments Capital LLC | 484 | $207.5K | 0.11% | −293−37.7% | Reduced |
| Jump Financial, LLC | 494 | $211.8K | 0.01% | −17,958−97.3% | Reduced |
| Cigna Investments Inc | 496 | $212.0K | 0.04% | +496 | New |
| United Capital Financial Advisers, LLC | 495 | $212.2K | 0.00% | +495 | New |
| Wealth Alliance | 495 | $212.2K | 0.03% | +495 | New |
| Private Wealth Strategies, L.L.C. | 500 | $214.4K | 0.05% | +500 | New |
| Foundry Partners, LLC | 507 | $217.4K | 0.01% | +507 | New |
| Ballentine Partners, LLC | 512 | $219.5K | 0.01% | +512 | New |
| Claret Asset Management Corp | 512 | $220.0K | 0.04% | +512 | New |
| Benedict Financial Advisors Inc | 515 | $220.8K | 0.06% | +515 | New |
| Berkshire Asset Management LLC | 520 | $222.9K | 0.01% | +520 | New |
| Winthrop Advisory Group LLC | 526 | $225.5K | 0.04% | +526 | New |
| Golden State Equity Partners | 537 | $230.2K | 0.12% | +537 | New |
| Affinity Capital Advisors, LLC | 538 | $230.7K | 0.07% | +538 | New |
| Yousif Capital Management, LLC | 539 | $231.1K | 0.00% | +539 | New |
| Independent Financial Group, LLC | 548 | $235.0K | 0.02% | +548 | New |
| Juncture Wealth Strategies, LLC | 559 | $239.7K | 0.12% | −330−37.1% | Reduced |
| Ancora Advisors, LLC | 561 | $240.5K | 0.01% | −33−5.6% | Reduced |
| Parallel Advisors, LLC | 569 | $244.0K | 0.01% | +30+5.6% | Added |
| Founders Financial Alliance, LLC | 591 | $245.1K | 0.12% | +591 | New |
| Meeder Advisory Services, Inc. | 588 | $252.1K | 0.03% | +588 | New |
| Fund Management at Engine No. 1 LLC | 590 | $253.0K | 0.05% | +590 | New |
| Raymond James Trust N.A. | 590 | $253.0K | 0.01% | −114−16.2% | Reduced |
| Dark Forest Capital Management LP | 595 | $255.1K | 0.06% | +595 | New |
| LGT Fund Management Co Ltd. | 600 | $257.3K | 0.11% | +600 | New |
| Harvest Fund Management Co., Ltd | 601 | $258.0K | 0.06% | +601 | New |
| Donoghue Forlines LLC | 606 | $259.8K | 0.09% | −178−22.7% | Reduced |
| Baldwin Brothers Inc | 610 | $261.5K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 613 | $262.8K | 0.00% | −3,906−86.4% | Reduced |
| Mirador Capital Partners LP | 615 | $263.7K | 0.06% | −846−57.9% | Reduced |
| Capula Management Ltd | 615 | $263.7K | 0.02% | +615 | New |
| Ostrum Asset Management | 616 | $264.1K | 0.02% | +616 | New |
| Private Advisor Group, LLC | 620 | $265.8K | 0.00% | +620 | New |
| First Horizon Advisors, Inc. | 628 | $269.3K | 0.01% | +19+3.1% | Added |
| Synovus Financial Corp | 630 | $270.1K | 0.00% | +630 | New |
| Wetherby Asset Management Inc | 631 | $270.5K | 0.02% | +631 | New |
| Putnam Investments LLC | 635 | $272.3K | 0.00% | +635 | New |
| Kingsview Wealth Management, LLC | 640 | $274.4K | 0.01% | +640 | New |
| Harbour Investments, Inc. | 658 | $282.1K | 0.02% | −7−1.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 666 | $285.5K | 0.21% | +666 | New |