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, Q2 2023
Institutional positions in HubSpot Inc as of Jun 30, 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
- 682
- +47 vs. Q1 2023
- Shares held
- 44.1M
- −838.5K (−1.9%) vs. Q1 2023
- Total value
- $23.4B
- +$4.13B (+21.4%) vs. Q1 2023
- New holders
- 99
- 230 more added
- Sold out
- 52
- 244 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 532 | $178 | 0.00% | +532 | New |
| Retirement Group, LLC | 1 | $532 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $868 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $1.06K | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 2 | $1.06K | 0.00% | +1+100.0% | Added |
| Gradient Investments LLC | 2 | $1.06K | 0.00% | +2 | New |
| JJJ Advisors Inc. | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $1.10K | 0.00% | +1+100.0% | Added |
| ICA Group Wealth Management, LLC | 3 | $1.60K | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $1.60K | 0.00% | +3 | New |
| Impact Partnership Wealth, LLC | 3 | $1.60K | 0.00% | +3 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 4 | $2.07K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $2.13K | 0.00% | −1−20.0% | Reduced |
| Montag A & Associates Inc | 4 | $2.13K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $2.13K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $2.66K | 0.00% | +2+66.7% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $2.66K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $2.66K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 5 | $2.66K | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 5 | $2.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $2.66K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6 | $3.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $3.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $3.73K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 8 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $4.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $4.26K | 0.00% | +1+14.3% | Added |
| Ogorek Anthony Joseph | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10 | $5.00K | 0.00% | +5+100.0% | Added |
| Toth Financial Advisory Corp | 10 | $5.32K | 0.00% | −1,250−99.2% | Reduced |
| Creative Financial Designs Inc | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $5.85K | 0.00% | +2+22.2% | Added |
| Fiduciary Alliance LLC | 11 | $5.85K | 0.00% | +11 | New |
| RE Dickinson Investment Advisors, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $6.38K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13 | $6.92K | 0.01% | −21−61.8% | Reduced |
| Venturi Wealth Management, LLC | 13 | $6.92K | 0.00% | −2−13.3% | Reduced |
| West Branch Capital LLC | 13 | $6.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 14 | $7.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $7.45K | 0.00% | +1+7.7% | Added |
| Cornerstone Planning Group LLC | 15 | $7.98K | 0.00% | +15 | New |
| Carmichael Hill & Associates, Inc. | 15 | $7.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 17 | $9.05K | 0.00% | −348−95.3% | Reduced |
| Grove Bank & Trust | 17 | $9.05K | 0.00% | −2−10.5% | Reduced |
| First Capital Advisors Group, LLC. | 19 | $10.1K | 0.01% | +19 | New |
| BDO Wealth Advisors, LLC | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $10.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $11.2K | 0.00% | +21 | New |
| Bollard Group LLC | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $12.2K | 0.00% | +15+187.5% | Added |
| Zions Bancorporation, N.A. | 25 | $13.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $13.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 25 | $13.3K | 0.01% | +25 | New |
| Evermay Wealth Management LLC | 25 | $13.3K | 0.00% | +25 | New |
| Colonial Trust Co | 27 | $13.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 27 | $14.0K | 0.00% | +27 | New |
| Tower View Investment Management & Research LLC | 27 | $14.0K | 0.01% | +27 | New |
| Private Trust Co NA | 27 | $14.4K | 0.00% | +25+1,250.0% | Added |
| AdvisorNet Financial, Inc | 28 | $14.9K | 0.00% | −4−12.5% | Reduced |
| Hantz Financial Services, Inc. | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 32 | $16.5K | 0.00% | +32 | New |
| Earnest Partners LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $18.0K | 0.01% | +1+3.1% | Added |
| Ronald Blue Trust, Inc. | 44 | $19.0K | 0.00% | −532−92.4% | Reduced |
| Carolinas Wealth Consulting LLC | 36 | $19.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 39 | $20.8K | 0.01% | +39 | New |
| Covestor Ltd | 39 | $21.0K | 0.02% | −1−2.5% | Reduced |
| Lee Financial Co | 40 | $21.3K | 0.00% | −8−16.7% | Reduced |
| MCF Advisors LLC | 40 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $22.9K | 0.01% | −1−2.3% | Reduced |
| Riverview Trust Co | 43 | $22.9K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 43 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 48 | $25.5K | 0.02% | −43−47.3% | Reduced |
| Park Place Capital Corp | 48 | $25.5K | 0.01% | −8−14.3% | Reduced |
| Goodman Advisory Group, LLC | 49 | $26.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $26.6K | 0.00% | +50 | New |
| Kistler-Tiffany Companies, LLC | 51 | $27.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 55 | $29.3K | 0.00% | +55 | New |
| Parkside Financial Bank & Trust | 55 | $29.3K | 0.01% | −18−24.7% | Reduced |
| Resurgent Financial Advisors LLC | 56 | $29.8K | 0.02% | +1+1.8% | Added |
| Washington Trust Advisors, Inc. | 59 | $31.4K | 0.00% | −72−55.0% | Reduced |
| Smithfield Trust Co | 61 | $33.0K | 0.00% | +23+60.5% | Added |
| Valley National Advisers Inc | 67 | $36.0K | 0.01% | −5−6.9% | Reduced |
| Coastal Capital Group, Inc. | 68 | $36.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $37.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 72 | $38.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $39.9K | 0.01% | 00.0% | Unchanged |