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 |
|---|---|---|---|---|---|
| Guinness Atkinson Asset Management Inc | 96 | $47.3K | 0.03% | −32−25.0% | Reduced |
| Lindbrook Capital, LLC | 96 | $47.3K | 0.01% | +13+15.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $49.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $49.3K | 0.03% | +100 | New |
| Cullen/Frost Bankers, Inc. | 104 | $51.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 104 | $51.2K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 93 | $51.6K | 0.00% | +17+22.4% | Added |
| Global Retirement Partners, LLC | 110 | $52.5K | 0.00% | +11+11.1% | Added |
| Globeflex Capital L P | 110 | $54.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $55.7K | 0.00% | +23+25.6% | Added |
| Umb Bank N A | 114 | $56.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 115 | $57.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 116 | $57.1K | 0.00% | +39+50.6% | Added |
| PFS Partners, LLC | 122 | $60.1K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 124 | $61.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 138 | $68.0K | 0.00% | +7+5.3% | Added |
| Kelly Financial Services LLC | 143 | $70.4K | 0.03% | −7−4.7% | Reduced |
| Cambridge Trust Co | 150 | $73.9K | 0.00% | +18+13.6% | Added |
| Level Financial Advisors, Inc. | 150 | $73.9K | 0.04% | +25+20.0% | Added |
| Farther Finance Advisors, LLC | 150 | $73.9K | 0.01% | +26+21.0% | Added |
| Institutional & Family Asset Management, LLC | 156 | $76.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 158 | $77.8K | 0.00% | −139−46.8% | Reduced |
| Kapitalo Investimentos Ltda | 159 | $78.3K | 0.01% | −126−44.2% | Reduced |
| Adirondack Trust Co | 160 | $78.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 151 | $80.0K | 0.00% | +107+243.2% | Added |
| Provenance Wealth Advisors, LLC | 163 | $80.3K | 0.01% | +163 | New |
| Adalta Capital Management LLC | 170 | $84.0K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 197 | $97.0K | 0.04% | +197 | New |
| Salem Investment Counselors Inc | 199 | $98.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89,564 | $98.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $99.2K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $100.0K | 0.02% | 00.0% | Unchanged |
| Sycomore Asset Management | 210 | $101.0K | 0.03% | −40−16.0% | Reduced |
| Quent Capital, LLC | 224 | $110.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 229 | $112.8K | 0.02% | +3+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 234 | $115.2K | 0.01% | +5+2.2% | Added |
| NBC Securities, Inc. | 241 | $118.0K | 0.01% | +241 | New |
| Penserra Capital Management LLC | 248 | $121.0K | 0.00% | −962−79.5% | Reduced |
| GW&K Investment Management, LLC | 258 | $126.0K | 0.00% | −163,343−99.8% | Reduced |
| HHM Wealth Advisors, LLC | 263 | $129.5K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 276 | $135.9K | 0.01% | −87−24.0% | Reduced |
| Loomis Sayles & Co L P | 279 | $137.0K | 0.00% | +252+933.3% | Added |
| Truvestments Capital LLC | 292 | $143.8K | 0.07% | −48−14.1% | Reduced |
| Horizon Investments, LLC | 339 | $167.0K | 0.01% | +26+8.3% | Added |
| Desjardins Global Asset Management Inc. | 360 | $177.3K | 0.02% | −759−67.8% | Reduced |
| Harvest Fund Management Co., Ltd | 362 | $178.0K | 0.03% | −905−71.4% | Reduced |
| TFC Financial Management | 362 | $178.3K | 0.04% | −73−16.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 364 | $179.3K | 0.00% | −48−11.7% | Reduced |
| Acima Private Wealth, LLC | 366 | $180.3K | 0.08% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 368 | $181.2K | 0.15% | −16−4.2% | Reduced |
| Huntington National Bank | 375 | $184.7K | 0.00% | −1−0.3% | Reduced |
| Flaharty Asset Management, LLC | 400 | $197.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $197.0K | 0.00% | +100+33.3% | Added |
| Capital Investment Advisory Services, LLC | 414 | $203.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 414 | $203.9K | 0.09% | +33+8.7% | Added |
| Cipher Capital LP | 419 | $206.4K | 0.15% | −2,695−86.5% | Reduced |
| Koshinski Asset Management, Inc. | 425 | $209.3K | 0.02% | −13−3.0% | Reduced |
| Clare Market Investments LLC | 440 | $216.7K | 0.08% | +40+10.0% | Added |
| Echo Street Capital Management LLC | 440 | $216.7K | 0.00% | +440 | New |
| EverSource Wealth Advisors, LLC | 441 | $217.2K | 0.02% | −6−1.3% | Reduced |
| Prosperity Financial Group, Inc. | 446 | $219.7K | 0.18% | +25+5.9% | Added |
| Williams Jones Wealth Management, LLC. | 454 | $223.6K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 454 | $223.6K | 0.03% | +25+5.8% | Added |
| Sequoia Financial Advisors, LLC | 462 | $227.5K | 0.00% | +5+1.1% | Added |
| Glenmede Trust Co NA | 469 | $231.0K | 0.00% | +469 | New |
| Accredited Investors Inc. | 473 | $233.0K | 0.02% | +5+1.1% | Added |
| Global Strategic Investment Solutions, LLC | 475 | $233.9K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 479 | $235.9K | 0.08% | −15−3.0% | Reduced |
| Capula Management Ltd | 480 | $236.4K | 0.02% | +480 | New |
| Stratos Wealth Partners, LTD. | 482 | $237.4K | 0.01% | +19+4.1% | Added |
| Synergy Financial Group, LTD | 483 | $237.9K | 0.33% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 488 | $240.3K | 0.01% | +488 | New |
| Winthrop Advisory Group LLC | 491 | $241.8K | 0.04% | −20−3.9% | Reduced |
| Regions Financial Corp | 491 | $241.8K | 0.00% | −603−55.1% | Reduced |
| Meeder Advisory Services, Inc. | 492 | $242.3K | 0.03% | −120−19.6% | Reduced |
| Cigna Investments Inc | 496 | $244.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 498 | $245.3K | 0.05% | +59+13.4% | Added |
| Ballentine Partners, LLC | 504 | $248.2K | 0.01% | −5−1.0% | Reduced |
| Berkshire Asset Management LLC | 506 | $249.2K | 0.02% | −45−8.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 509 | $250.7K | 0.20% | −13−2.5% | Reduced |
| Affinity Capital Advisors, LLC | 510 | $251.2K | 0.07% | −19−3.6% | Reduced |
| American Trust | 511 | $251.7K | 0.02% | −153−23.0% | Reduced |
| Baird Financial Group, Inc. | 512 | $252.2K | 0.00% | −94−15.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 514 | $253.1K | 0.07% | +89+20.9% | Added |
| Advisory Research Inc | 515 | $253.6K | 0.04% | −135−20.8% | Reduced |
| Benedict Financial Advisors Inc | 515 | $253.6K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 515 | $253.6K | 0.01% | +31+6.4% | Added |
| Vestmark Advisory Solutions, Inc. | 517 | $254.6K | 0.02% | −4,516−89.7% | Reduced |
| Twin Focus Capital Partners, LLC | 525 | $258.6K | 0.06% | −91−14.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 530 | $261.0K | 0.01% | +90+20.5% | Added |
| Golden State Equity Partners | 537 | $264.5K | 0.07% | +3+0.6% | Added |
| Nebula Research & Development LLC | 542 | $266.9K | 0.14% | +542 | New |
| HB Wealth Management, LLC | 543 | $267.4K | 0.00% | +35+6.9% | Added |
| Keebeck Alpha, LP | 546 | $268.9K | 0.26% | −309−36.1% | Reduced |
| Yousif Capital Management, LLC | 552 | $271.9K | 0.00% | +15+2.8% | Added |
| Albion Financial Group | 572 | $281.7K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 575 | $283.2K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 589 | $290.1K | 0.03% | −528−47.3% | Reduced |
| Parallel Advisors, LLC | 591 | $291.1K | 0.01% | +30+5.3% | Added |
| Founders Financial Alliance, LLC | 592 | $291.6K | 0.13% | −17−2.8% | Reduced |