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, Q3 2023
Institutional positions in HubSpot Inc as of Sep 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
- 680
- +7 vs. Q2 2023
- Shares held
- 45.0M
- +1.01M (+2.3%) vs. Q2 2023
- Total value
- $22.2B
- −$1.14B (−4.9%) vs. Q2 2023
- New holders
- 78
- 242 more added
- Sold out
- 71
- 242 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 1 | $493 | 0.00% | −956−99.9% | Reduced |
| Retirement Group, LLC | 1 | $493 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $493 | 0.00% | +1 | New |
| Emfo, LLC | 1 | $493 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $493 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $532 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 2 | $985 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $985 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $985 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $985 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2 | $985 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $985 | 0.00% | +2 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $1.48K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $1.48K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $1.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $1.48K | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 3 | $1.48K | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $2.02K | 0.00% | −25−78.1% | Reduced |
| Center for Financial Planning, Inc. | 5 | $2.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $2.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $2.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $2.46K | 0.00% | +5 | New |
| Headinvest, LLC | 5 | $2.48K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $2.96K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6 | $2.96K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $3.00K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 7 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $3.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $4.92K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $4.92K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $4.92K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10 | $4.92K | 0.00% | +5+100.0% | Added |
| Front Row Advisors LLC | 12 | $5.91K | 0.00% | −21−63.6% | Reduced |
| Core Alternative Capital | 12 | $5.91K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $5.91K | 0.00% | +1+9.1% | Added |
| West Branch Capital LLC | 13 | $6.40K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 13 | $6.40K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 14 | $6.89K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 14 | $6.89K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $6.89K | 0.00% | +1+7.7% | Added |
| Authentikos Wealth Advisory, LLC | 14 | $6.89K | 0.01% | +14 | New |
| Arlington Trust Co LLC | 14 | $6.89K | 0.00% | +14 | New |
| Coston, McIsaac & Partners | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $7.00K | 0.00% | +2+16.7% | Added |
| Carmichael Hill & Associates, Inc. | 15 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 18 | $7.63K | 0.00% | +1+5.9% | Added |
| Capital Advisors, Ltd. LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $8.37K | 0.00% | +2+13.3% | Added |
| Macroview Investment Management LLC | 17 | $8.37K | 0.01% | +4+30.8% | Added |
| Johnson Midwest Financial, LLC | 20 | $9.85K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $10.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 21 | $10.3K | 0.01% | +21 | New |
| Bollard Group LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $11.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $12.3K | 0.00% | −3−10.7% | Reduced |
| Evermay Wealth Management LLC | 25 | $12.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $12.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 26 | $12.8K | 0.00% | +26 | New |
| Tower View Investment Management & Research LLC | 27 | $13.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $13.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $13.3K | 0.00% | +10+58.8% | Added |
| Covestor Ltd | 29 | $14.0K | 0.01% | −10−25.6% | Reduced |
| Hantz Financial Services, Inc. | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $14.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $14.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $14.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $15.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 32 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $18.7K | 0.01% | −10−20.8% | Reduced |
| MCF Advisors LLC | 40 | $19.7K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $20.7K | 0.00% | −13−23.6% | Reduced |
| Close Asset Management Ltd | 43 | $21.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $21.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $22.2K | 0.00% | +2+4.7% | Added |
| Park Place Capital Corp | 48 | $23.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 49 | $24.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 52 | $24.2K | 0.00% | +52 | New |
| HM Payson & Co | 50 | $24.6K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 55 | $27.1K | 0.02% | −1−1.8% | Reduced |
| Parkside Financial Bank & Trust | 57 | $28.1K | 0.01% | +2+3.6% | Added |
| Washington Trust Advisors, Inc. | 59 | $29.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $32.0K | 0.00% | +7+11.5% | Added |
| Valley National Advisers Inc | 69 | $34.0K | 0.01% | +2+3.0% | Added |
| Sandy Spring Bank | 70 | $34.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 71 | $35.0K | 0.00% | +67+1,675.0% | Added |
| Hazlett, Burt & Watson, Inc. | 72 | $35.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $39.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $39.9K | 0.01% | 00.0% | Unchanged |