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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 263 | $112.8K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 251 | $107.6K | 0.00% | +251 | New |
| Sunbelt Securities, Inc. | 251 | $104.7K | 0.02% | +251 | New |
| Tower Research Capital LLC (TRC) | 230 | $99.0K | 0.00% | +122+113.0% | Added |
| IFP Advisors, Inc | 785 | $98.7K | 0.00% | −241−23.5% | Reduced |
| Edge Capital Group, LLC | 229 | $98.2K | 0.01% | +229 | New |
| Quent Capital, LLC | 224 | $96.0K | 0.02% | +28+14.3% | Added |
| Belpointe Asset Management LLC | 220 | $94.3K | 0.01% | +18+8.9% | Added |
| CKW Financial Group | 203 | $87.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $85.8K | 0.00% | −225−52.9% | Reduced |
| Salem Investment Counselors Inc | 189 | $81.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 184 | $78.9K | 0.01% | +184 | New |
| National Bank of Canada | 179 | $75.9K | 0.00% | +1+0.6% | Added |
| Adalta Capital Management LLC | 170 | $73.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $68.6K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 156 | $66.9K | 0.01% | −11−6.6% | Reduced |
| Kelly Financial Services LLC | 142 | $60.9K | 0.03% | −5−3.4% | Reduced |
| TFC Financial Management | 138 | $59.2K | 0.02% | +138 | New |
| Farther Finance Advisors, LLC | 133 | $57.0K | 0.02% | −7−5.0% | Reduced |
| Cambridge Trust Co | 132 | $56.6K | 0.00% | −49−27.1% | Reduced |
| Washington Trust Advisors, Inc. | 131 | $56.2K | 0.01% | −3−2.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 128 | $54.9K | 0.03% | −16−11.1% | Reduced |
| Level Financial Advisors, Inc. | 125 | $53.6K | 0.03% | +75+150.0% | Added |
| Quadrant Capital Group LLC | 122 | $52.3K | 0.01% | −33−21.3% | Reduced |
| Ci Investments Inc. | 122 | $52.0K | 0.00% | −2−1.6% | Reduced |
| KB Financial Partners, LLC | 115 | $49.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 114 | $48.9K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 118 | $47.0K | 0.01% | −12,280−99.0% | Reduced |
| Lazard Asset Management LLC | 108 | $46.0K | 0.00% | +67+163.4% | Added |
| Allworth Financial LP | 102 | $43.7K | 0.00% | +26+34.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $42.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 95 | $40.7K | 0.00% | +8+9.2% | Added |
| Quarry LP | 91 | $39.0K | 0.02% | +70+333.3% | Added |
| 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 |
| Bartlett & Co. LLC | 80 | $34.0K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 79 | $33.9K | 0.03% | +79 | New |
| Whittier Trust Co of Nevada Inc | 79 | $33.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 72 | $32.7K | 0.00% | +9+14.3% | Added |
| Lindbrook Capital, LLC | 76 | $32.6K | 0.00% | −23−23.2% | Reduced |
| Anchor Investment Management, LLC | 75 | $32.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 74 | $31.7K | 0.00% | −1,096−93.7% | Reduced |
| Parkside Financial Bank & Trust | 73 | $31.3K | 0.01% | +63+630.0% | Added |
| Hazlett, Burt & Watson, Inc. | 72 | $31.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $30.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $30.0K | 0.01% | +66+1,100.0% | Added |
| Coastal Capital Group, Inc. | 68 | $29.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 56 | $24.0K | 0.01% | +50+833.3% | Added |
| Resurgent Financial Advisors LLC | 55 | $23.6K | 0.02% | +55 | New |
| Ahrens Investment Partners LLC | 51 | $22.0K | 0.01% | +51 | New |
| Kistler-Tiffany Companies, LLC | 51 | $21.9K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 49 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 48 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $18.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $18.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $18.0K | 0.02% | −8−16.7% | Reduced |
| Close Asset Management Ltd | 43 | $18.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $15.4K | 0.00% | −16−30.8% | Reduced |
| Macroview Investment Management LLC | 34 | $14.6K | 0.02% | +31+1,033.3% | Added |
| Front Row Advisors LLC | 32 | $14.0K | 0.01% | −1−3.0% | Reduced |
| Earnest Partners LLC | 32 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $12.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $12.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $12.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $12.0K | 0.00% | +1+3.7% | Added |
| Colonial Trust Co | 27 | $11.3K | 0.00% | +5+22.7% | Added |
| Ameritas Advisory Services, LLC | 27 | $11.3K | 0.00% | +27 | New |
| Global Wealth Strategies & Associates | 25 | $10.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $10.7K | 0.00% | +2+8.7% | Added |
| Rocky Mountain Advisers, LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $8.57K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 20 | $8.57K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 19 | $8.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $8.15K | 0.00% | +2+11.8% | Added |
| Harbor Investment Advisory, LLC | 17 | $7.29K | 0.00% | −11−39.3% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $6.43K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15 | $6.43K | 0.00% | +15 | New |
| Arlington Partners LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $6.00K | 0.00% | +14 | New |
| Coston, McIsaac & Partners | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $6.00K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 14 | $5.85K | 0.00% | +14 | New |
| West Branch Capital LLC | 13 | $5.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $5.57K | 0.00% | +7+116.7% | Added |
| Larson Financial Group LLC | 13 | $5.57K | 0.00% | +10+333.3% | Added |
| Core Alternative Capital | 12 | $5.14K | 0.00% | +3+33.3% | Added |
| RE Dickinson Investment Advisors, LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $3.86K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $3.43K | 0.00% | 00.0% | Unchanged |