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 |
|---|---|---|---|---|---|
| Lee Financial Co | 40 | $21.3K | 0.00% | −8−16.7% | Reduced |
| MCF Advisors LLC | 40 | $21.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 39 | $21.0K | 0.02% | −1−2.5% | Reduced |
| Elequin Capital LP | 39 | $20.8K | 0.01% | +39 | New |
| Carolinas Wealth Consulting LLC | 36 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 44 | $19.0K | 0.00% | −532−92.4% | Reduced |
| Front Row Advisors LLC | 33 | $18.0K | 0.01% | +1+3.1% | Added |
| Earnest Partners LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 32 | $16.5K | 0.00% | +32 | New |
| 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 |
| Hantz Financial Services, Inc. | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $14.9K | 0.00% | −4−12.5% | Reduced |
| Private Trust Co NA | 27 | $14.4K | 0.00% | +25+1,250.0% | Added |
| 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 |
| Colonial Trust Co | 27 | $13.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $13.3K | 0.00% | +25 | New |
| 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 |
| Versant Capital Management, Inc | 23 | $12.2K | 0.00% | +15+187.5% | Added |
| Bollard Group LLC | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $11.2K | 0.00% | +21 | 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 |
| First Capital Advisors Group, LLC. | 19 | $10.1K | 0.01% | +19 | New |
| Bokf, NA | 17 | $9.05K | 0.00% | −348−95.3% | Reduced |
| Grove Bank & Trust | 17 | $9.05K | 0.00% | −2−10.5% | Reduced |
| Rocky Mountain Advisers, LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $7.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $7.98K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 14 | $7.45K | 0.00% | +1+7.7% | Added |
| Arlington Partners LLC | 14 | $7.45K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 15 | $7.00K | 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 |
| Core Alternative Capital | 12 | $6.38K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $6.00K | 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 |
| 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 |
| 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 |
| 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 |
| JFS Wealth Advisors, LLC | 7 | $3.73K | 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 |
| Center for Financial Planning, Inc. | 5 | $2.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $2.66K | 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 |
| Montag A & Associates Inc | 4 | $2.13K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $2.13K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $2.13K | 0.00% | −1−20.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 4 | $2.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | +5 | New |
| 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 |
| 25 LLC | 2 | $1.10K | 0.00% | +1+100.0% | Added |
| JJJ Advisors Inc. | 2 | $1.06K | 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 |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $868 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $532 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 532 | $178 | 0.00% | +532 | New |
| Capital World Investors | 0 | $0 | 0.00% | −532,399−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −55,730−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,234−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −29,786−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,308−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −6,530−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −63,530−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |