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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 77 | $41.0K | 0.00% | −2−2.5% | Reduced |
| CVA Family Office, LLC | 80 | $42.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $42.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $42.6K | 0.00% | +4+5.6% | Added |
| Bartlett & Co. LLC | 80 | $43.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $43.1K | 0.01% | −103−56.0% | Reduced |
| Lindbrook Capital, LLC | 83 | $44.2K | 0.00% | +7+9.2% | Added |
| Allworth Financial LP | 90 | $47.9K | 0.00% | −12−11.8% | Reduced |
| Brown Brothers Harriman & Co | 96 | $51.1K | 0.00% | +1+1.1% | Added |
| Global Retirement Partners, LLC | 99 | $52.7K | 0.00% | +85+607.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $53.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $55.3K | 0.00% | +90+642.9% | Added |
| C M Bidwell & Associates Ltd | 104 | $55.3K | 0.04% | +104 | New |
| Globeflex Capital L P | 110 | $58.5K | 0.01% | +100+1,000.0% | Added |
| Industrial Alliance Investment Management Inc. | 112 | $60.0K | 0.03% | +112 | New |
| Umb Bank N A | 114 | $60.7K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 115 | $61.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 122 | $64.9K | 0.05% | +122 | New |
| Farther Finance Advisors, LLC | 124 | $66.0K | 0.01% | −9−6.8% | Reduced |
| Quadrant Capital Group LLC | 124 | $66.0K | 0.01% | +2+1.6% | Added |
| Level Financial Advisors, Inc. | 125 | $66.5K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 127 | $67.6K | 0.00% | −2,281−94.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 128 | $68.1K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 131 | $70.0K | 0.00% | +9+7.4% | Added |
| Cambridge Trust Co | 132 | $70.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 150 | $79.8K | 0.04% | +8+5.6% | Added |
| Institutional & Family Asset Management, LLC | 156 | $83.0K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 170 | $90.0K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $92.9K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 576 | $96.3K | 0.00% | +397+221.8% | Added |
| Harbor Investment Advisory, LLC | 89,564 | $99.1K | 0.01% | +89,547+526,747.1% | Added |
| Salem Investment Counselors Inc | 199 | $105.9K | 0.00% | +10+5.3% | Added |
| Ancora Advisors, LLC | 202 | $107.2K | 0.00% | −359−64.0% | Reduced |
| CKW Financial Group | 203 | $108.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 203 | $108.0K | 0.00% | +3+1.5% | Added |
| IFP Advisors, Inc | 930 | $116.9K | 0.01% | +145+18.5% | Added |
| Quent Capital, LLC | 224 | $119.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 226 | $120.3K | 0.02% | −25−10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 229 | $121.8K | 0.01% | +210+1,105.3% | Added |
| Sycomore Asset Management | 250 | $131.0K | 0.03% | +132+111.9% | Added |
| HHM Wealth Advisors, LLC | 263 | $139.9K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 285 | $151.6K | 0.03% | +285 | New |
| Clearstead Advisors, LLC | 297 | $158.0K | 0.01% | +25+9.2% | Added |
| UniSuper Management Pty Ltd | 300 | $159.6K | 0.00% | +300 | New |
| Horizon Investments, LLC | 313 | $166.5K | 0.00% | +62+24.7% | Added |
| Truvestments Capital LLC | 340 | $180.9K | 0.09% | −144−29.8% | Reduced |
| Natixis Investment Managers International | 363 | $193.1K | 0.01% | +45+14.2% | Added |
| Acima Private Wealth, LLC | 366 | $194.7K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 376 | $200.1K | 0.00% | +11+3.0% | Added |
| Wedbush Securities Inc | 380 | $202.0K | 0.01% | +380 | New |
| V-Square Quantitative Management LLC | 381 | $202.7K | 0.15% | +381 | New |
| Wolff Wiese Magana LLC | 384 | $204.3K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 385 | $205.0K | 0.02% | −377−49.5% | Reduced |
| Hilltop Holdings Inc. | 386 | $205.4K | 0.03% | +386 | New |
| IHT Wealth Management, LLC | 387 | $205.9K | 0.01% | +387 | New |
| United Capital Financial Advisers, LLC | 399 | $212.5K | 0.00% | −96−19.4% | Reduced |
| Gilbert & Cook, Inc. | 400 | $212.8K | 0.03% | +400 | New |
| Flaharty Asset Management, LLC | 400 | $212.8K | 0.04% | +400 | New |
| Clare Market Investments LLC | 400 | $212.8K | 0.08% | +400 | New |
| Claret Asset Management Corp | 402 | $214.0K | 0.04% | −110−21.5% | Reduced |
| Bessemer Group Inc | 402 | $214.0K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 404 | $215.0K | 0.09% | +404 | New |
| Edmond de Rothschild Holding S.A. | 412 | $219.2K | 0.00% | −336−44.9% | Reduced |
| Capital Investment Advisory Services, LLC | 414 | $220.3K | 0.02% | +414 | New |
| Prosperity Financial Group, Inc. | 421 | $224.0K | 0.20% | +421 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 425 | $226.1K | 0.07% | +425 | New |
| Avestar Capital, LLC | 429 | $228.3K | 0.04% | +429 | New |
| Private Portfolio Partners LLC | 431 | $229.3K | 0.06% | −40−8.5% | Reduced |
| Cetera Advisors LLC | 431 | $229.3K | 0.00% | −38−8.1% | Reduced |
| TFC Financial Management | 435 | $231.5K | 0.06% | +297+215.2% | Added |
| CWM, LLC | 438 | $233.0K | 0.00% | +24+5.8% | Added |
| Koshinski Asset Management, Inc. | 438 | $233.1K | 0.02% | +438 | New |
| GPS Wealth Strategies Group, LLC | 439 | $233.6K | 0.04% | +20+4.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 440 | $234.0K | 0.01% | +440 | New |
| Coldstream Capital Management Inc | 445 | $236.8K | 0.01% | −38−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 447 | $237.8K | 0.03% | +54+13.7% | Added |
| Williams Jones Wealth Management, LLC. | 454 | $241.6K | 0.00% | +454 | New |
| Sequoia Financial Advisors, LLC | 457 | $243.2K | 0.00% | +457 | New |
| Stratos Wealth Partners, LTD. | 463 | $246.4K | 0.01% | +463 | New |
| PGGM Investments | 468 | $249.0K | 0.00% | +468 | New |
| Accredited Investors Inc. | 468 | $249.0K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 475 | $252.7K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 483 | $257.0K | 0.35% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 484 | $257.5K | 0.01% | +95+24.4% | Added |
| Crossmark Global Holdings, Inc. | 466 | $259.0K | 0.01% | +466 | New |
| Catalyst Financial Partners LLC | 494 | $262.9K | 0.09% | +23+4.9% | Added |
| Cigna Investments Inc | 496 | $264.0K | 0.05% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 500 | $266.0K | 0.06% | 00.0% | Unchanged |
| Foundry Partners, LLC | 507 | $269.8K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 508 | $270.3K | 0.00% | −171−25.2% | Reduced |
| Ballentine Partners, LLC | 509 | $270.8K | 0.01% | −3−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 509 | $270.8K | 0.00% | +509 | New |
| Winthrop Advisory Group LLC | 511 | $271.9K | 0.04% | −15−2.9% | Reduced |
| Benedict Financial Advisors Inc | 515 | $274.0K | 0.08% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 522 | $277.8K | 0.21% | −290−35.7% | Reduced |
| Wealth Alliance | 522 | $277.8K | 0.04% | +27+5.5% | Added |
| Affinity Capital Advisors, LLC | 529 | $281.5K | 0.08% | −9−1.7% | Reduced |
| Golden State Equity Partners | 534 | $284.1K | 0.08% | −3−0.6% | Reduced |
| Independent Financial Group, LLC | 537 | $285.7K | 0.02% | −11−2.0% | Reduced |
| Yousif Capital Management, LLC | 537 | $285.7K | 0.00% | −2−0.4% | Reduced |