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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 679 | $291.1K | 0.01% | +679 | New |
| NewEdge Wealth, LLC | 684 | $293.3K | 0.01% | −256−27.2% | Reduced |
| Fulton Bank, N.A. | 685 | $293.7K | 0.02% | +685 | New |
| Vident Investment Advisory, LLC | 687 | $294.6K | 0.01% | +687 | New |
| American International Group, Inc. | 689 | $295.4K | 0.00% | −20−2.8% | Reduced |
| Shay Capital LLC | 700 | $300.1K | 0.12% | +700 | New |
| QCM Cayman, Ltd. | 707 | $303.1K | 1.90% | +707 | New |
| Brown Advisory Inc | 712 | $305.3K | 0.00% | +712 | New |
| American Trust | 716 | $307.0K | 0.02% | +716 | New |
| Desjardins Global Asset Management Inc. | 731 | $313.0K | 0.04% | −177−19.5% | Reduced |
| Two Sigma Securities, LLC | 746 | $319.8K | 0.03% | +746 | New |
| Edmond de Rothschild Holding S.A. | 748 | $320.7K | 0.01% | +58+8.4% | Added |
| Advisor Partners II, LLC | 750 | $321.6K | 0.02% | +750 | New |
| Twin Focus Capital Partners, LLC | 761 | $326.3K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 761 | $326.4K | 0.01% | +761 | New |
| Bleakley Financial Group, LLC | 761 | $326.4K | 0.01% | +761 | New |
| Gsa Capital Partners LLP | 762 | $327.0K | 0.03% | −1,899−71.4% | Reduced |
| Signaturefd, LLC | 765 | $328.0K | 0.01% | +51+7.1% | Added |
| Waypoint Wealth Partners Inc. | 775 | $332.3K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 781 | $334.9K | 0.01% | −82−9.5% | Reduced |
| Banque Cantonale Vaudoise | 800 | $343.0K | 0.02% | −1,543−65.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 812 | $348.1K | 0.28% | +2+0.2% | Added |
| Reuter James Wealth Management, LLC | 815 | $349.4K | 0.24% | +28+3.6% | Added |
| Lido Advisors, LLC | 817 | $350.3K | 0.00% | −315−27.8% | Reduced |
| Icon Wealth Partners, LLC | 819 | $351.1K | 0.04% | +819 | New |
| FDx Advisors, Inc. | 1,217 | $352.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 845 | $362.3K | 0.00% | −17−2.0% | Reduced |
| Kornitzer Capital Management Inc | 850 | $364.4K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 853 | $365.7K | 0.02% | +132+18.3% | Added |
| Cable Hill Partners, LLC | 858 | $367.9K | 0.06% | +8+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 864 | $370.4K | 0.01% | −254−22.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 864 | $370.4K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 866 | $371.1K | 0.01% | +866 | New |
| SG Americas Securities, LLC | 875 | $375.0K | 0.01% | −67−7.1% | Reduced |
| Redwood Financial Network Corp | 878 | $376.4K | 0.38% | +9+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 880 | $377.0K | 0.01% | −24−2.7% | Reduced |
| Fox Run Management, L.L.C. | 912 | $391.0K | 0.13% | +912 | New |
| Bridgewater Associates, LP | 913 | $391.4K | 0.00% | +913 | New |
| Dakota Wealth Management | 921 | $394.9K | 0.03% | +921 | New |
| Lombard Odier Asset Management (USA) Corp | 934 | $400.5K | 0.07% | −523−35.9% | Reduced |
| Exchange Traded Concepts, LLC | 950 | $407.3K | 0.01% | −220−18.8% | Reduced |
| Mercer Global Advisors Inc | 987 | $423.0K | 0.00% | +109+12.4% | Added |
| K.J. Harrison & Partners Inc | 1,000 | $428.8K | 0.09% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $428.8K | 0.04% | 00.0% | Unchanged |
| Argent Capital Management LLC | 1,000 | $428.8K | 0.01% | 00.0% | Unchanged |
| Broderick Brian C | 1,000 | $428.8K | 0.12% | 00.0% | Unchanged |
| Veriti Management LLC | 1,030 | $441.6K | 0.05% | +62+6.4% | Added |
| Regal Investment Advisors LLC | 1,039 | $445.5K | 0.04% | +1,039 | New |
| Leonteq Securities AG | 1,040 | $445.9K | 0.04% | +36+3.6% | Added |
| Greenland Capital Management LP | 1,059 | $454.0K | 0.05% | +1,059 | New |
| Keebeck Alpha, LP | 1,074 | $460.5K | 0.54% | +1,074 | New |
| Vestcor Inc | 1,081 | $463.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 1,082 | $463.9K | 0.02% | +247+29.6% | Added |
| Kovack Advisors, Inc. | 1,082 | $463.9K | 0.06% | −30−2.7% | Reduced |
| Nomura Holdings Inc | 1,093 | $468.6K | 0.00% | −2,431−69.0% | Reduced |
| Regions Financial Corp | 1,115 | $478.0K | 0.00% | +100+9.9% | Added |
| Aj Wealth Strategies, LLC | 1,120 | $480.2K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,124 | $481.9K | 0.01% | +1,124 | New |
| Tokio Marine Asset Management Co Ltd | 1,133 | $485.8K | 0.03% | +84+8.0% | Added |
| Altman Advisors, Inc. | 3,025 | $487.2K | 0.45% | +185+6.5% | Added |
| Redwood Investments, LLC | 1,148 | $492.2K | 0.06% | −34−2.9% | Reduced |
| Stonnington Group, LLC | 1,180 | $499.1K | 0.13% | +300+34.1% | Added |
| Fifth Third Bancorp | 1,167 | $500.4K | 0.00% | −25−2.1% | Reduced |
| Veritable, L.P. | 1,181 | $506.4K | 0.01% | +190+19.2% | Added |
| Penserra Capital Management LLC | 1,189 | $508.0K | 0.01% | +954+406.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,212 | $519.6K | 0.04% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,230 | $527.4K | 0.66% | 00.0% | Unchanged |
| Commerce Bank | 1,236 | $529.9K | 0.00% | +182+17.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,247 | $534.7K | 0.19% | −433−25.8% | Reduced |
| Toth Financial Advisory Corp | 1,260 | $540.2K | 0.08% | +1,250+12,500.0% | Added |
| Prelude Capital Management, LLC | 1,312 | $562.5K | 0.04% | −194−12.9% | Reduced |
| Wade G W & Inc | 1,326 | $569.0K | 0.02% | −46−3.4% | Reduced |
| Metis Global Partners, LLC | 1,330 | $570.2K | 0.04% | +297+28.8% | Added |
| Blair William & Co | 1,333 | $571.5K | 0.00% | −178−11.8% | Reduced |
| Perpetual Ltd | 1,356 | $581.4K | 0.01% | +1,356 | New |
| Agf Management Ltd | 1,372 | $588.2K | 0.00% | +1,372 | New |
| Verition Fund Management LLC | 1,378 | $590.8K | 0.01% | −265−16.1% | Reduced |
| Legacy Advisors, LLC | 1,379 | $591.2K | 0.11% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,400 | $600.3K | 0.71% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,411 | $605.0K | 0.34% | +6+0.4% | Added |
| Calamos Advisors LLC | 1,418 | $608.0K | 0.00% | +1,418 | New |
| Echo Street Capital Management LLC | 1,457 | $624.7K | 0.01% | −343−19.1% | Reduced |
| US Bancorp | 1,471 | $630.7K | 0.00% | +105+7.7% | Added |
| Armstrong Advisory Group, Inc | 1,472 | $631.1K | 0.07% | +1,372+1,372.0% | Added |
| Cetera Advisor Networks LLC | 1,484 | $636.3K | 0.00% | +347+30.5% | Added |
| Valeo Financial Advisors, LLC | 1,492 | $639.7K | 0.03% | +24+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,529 | $656.0K | 0.00% | −17−1.1% | Reduced |
| Gotham Asset Management, LLC | 1,540 | $660.3K | 0.02% | +1,540 | New |
| McAdam, LLC | 1,583 | $678.7K | 0.06% | +1,583 | New |
| First Hawaiian Bank | 1,586 | $680.0K | 0.02% | +1,586 | New |
| Nicholas Investment Partners, LP | 1,587 | $680.4K | 0.05% | −701−30.6% | Reduced |
| Twin Capital Management Inc | 1,609 | $689.9K | 0.09% | +1,609 | New |
| Captrust Financial Advisors | 1,637 | $701.7K | 0.00% | +691+73.0% | Added |
| Ridgewood Investments LLC | 1,662 | $712.6K | 0.44% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,741 | $746.5K | 0.00% | +189+12.2% | Added |
| Aviva PLC | 1,777 | $761.9K | 0.00% | −4,536−71.9% | Reduced |
| Cerity Partners LLC | 1,780 | $763.1K | 0.00% | −195−9.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,785 | $765.3K | 0.07% | +25+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 1,791 | $767.9K | 0.03% | +1,791 | New |
| Point72 Middle East FZE | 1,811 | $776.6K | 0.04% | +1,811 | New |