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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 594 | $292.6K | 0.01% | −12−2.0% | Reduced |
| First Horizon Advisors, Inc. | 597 | $294.0K | 0.01% | −40−6.3% | Reduced |
| MQS Management LLC | 604 | $297.5K | 0.18% | +604 | New |
| Kestra Advisory Services, LLC | 605 | $298.0K | 0.00% | −657−52.1% | Reduced |
| Wetherby Asset Management Inc | 608 | $299.4K | 0.02% | +8+1.3% | Added |
| Baldwin Brothers Inc | 610 | $300.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 616 | $303.0K | 0.00% | +178+40.6% | Added |
| Leonteq Securities AG | 619 | $304.9K | 0.03% | −81−11.6% | Reduced |
| Harbour Investments, Inc. | 624 | $307.3K | 0.02% | +5+0.8% | Added |
| Lincoln National Corp | 649 | $319.6K | 0.01% | +649 | New |
| Cherry Creek Investment Advisors, Inc. | 656 | $323.1K | 0.22% | −10−1.5% | Reduced |
| Synovus Financial Corp | 658 | $324.1K | 0.00% | +43+7.0% | Added |
| NewEdge Wealth, LLC | 668 | $329.0K | 0.01% | +33+5.2% | Added |
| Brown Brothers Harriman & Co | 670 | $330.0K | 0.00% | +574+597.9% | Added |
| Qtron Investments LLC | 672 | $331.0K | 0.06% | +102+17.9% | Added |
| Bessemer Group Inc | 676 | $332.0K | 0.00% | +274+68.2% | Added |
| Ossiam | 677 | $333.4K | 0.01% | −23−3.3% | Reduced |
| Bleakley Financial Group, LLC | 689 | $339.3K | 0.01% | −118−14.6% | Reduced |
| Sawtooth Solutions, LLC | 689 | $339.3K | 0.01% | −117−14.5% | Reduced |
| Boston Private Wealth LLC | 696 | $342.8K | 0.01% | −1,052−60.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 697 | $343.3K | 0.12% | −50−6.7% | Reduced |
| Arcadia Investment Management Corp | 700 | $344.8K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 703 | $346.2K | 0.00% | −750−51.6% | Reduced |
| Vident Advisory, LLC | 705 | $347.2K | 0.01% | +705 | New |
| Fund Management at Engine No. 1 LLC | 716 | $352.6K | 0.06% | +70+10.8% | Added |
| New York Life Investment Management LLC | 733 | $361.0K | 0.00% | −75−9.3% | Reduced |
| Vetamer Capital Management, L.P. | 745 | $366.9K | 0.68% | −361−32.6% | Reduced |
| Bridgefront Capital, LLC | 756 | $372.3K | 0.26% | +756 | New |
| Icon Wealth Partners, LLC | 758 | $373.3K | 0.04% | +1+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 768 | $378.2K | 0.01% | −104−11.9% | Reduced |
| Peak Financial Management, Inc. | 771 | $379.7K | 0.14% | +771 | New |
| Waypoint Wealth Partners Inc. | 775 | $381.7K | 0.13% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 778 | $383.2K | 0.29% | −27−3.4% | Reduced |
| Welch & Forbes LLC | 781 | $384.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 794 | $391.0K | 0.00% | −55−6.5% | Reduced |
| Fulton Bank, N.A. | 804 | $396.0K | 0.02% | +65+8.8% | Added |
| Perpetual Ltd | 810 | $398.9K | 0.00% | −447−35.6% | Reduced |
| Diversified Trust Co | 840 | $413.7K | 0.02% | −214−20.3% | Reduced |
| Empower Advisory Group, LLC | 840 | $413.7K | 0.00% | −123−12.8% | Reduced |
| Signaturefd, LLC | 845 | $416.2K | 0.01% | +65+8.3% | Added |
| Cable Hill Partners, LLC | 852 | $419.6K | 0.06% | +2+0.2% | Added |
| Seven Eight Capital, LP | 862 | $424.5K | 0.05% | +862 | New |
| Redwood Financial Network Corp | 862 | $424.6K | 0.45% | −16−1.8% | Reduced |
| BluePath Capital Management, LLC | 877 | $431.9K | 0.40% | +877 | New |
| Lombard Odier Asset Management (USA) Corp | 907 | $447.0K | 0.08% | −72−7.4% | Reduced |
| Hanseatic Management Services Inc | 919 | $452.6K | 0.84% | +2+0.2% | Added |
| Private Advisor Group, LLC | 925 | $455.6K | 0.00% | −764−45.2% | Reduced |
| We Are One Seven, LLC | 935 | $460.5K | 0.04% | +935 | New |
| Lido Advisors, LLC | 947 | $466.4K | 0.01% | +59+6.6% | Added |
| Valeo Financial Advisors, LLC | 988 | $486.6K | 0.02% | −107−9.8% | Reduced |
| Argent Capital Management LLC | 1,000 | $492.5K | 0.02% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 1,000 | $492.5K | 0.35% | +1,000 | New |
| Veriti Management LLC | 1,001 | $493.0K | 0.06% | −20−2.0% | Reduced |
| Spire Wealth Management | 1,005 | $495.0K | 0.02% | −6,929−87.3% | Reduced |
| Motley Fool Asset Management LLC | 1,022 | $503.3K | 0.04% | +9+0.9% | Added |
| IFP Advisors, Inc | 1,029 | $506.4K | 0.02% | +99+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,060 | $522.0K | 0.01% | +188+21.6% | Added |
| Dana Investment Advisors, Inc. | 1,061 | $522.5K | 0.03% | +9+0.9% | Added |
| Vestcor Inc | 1,073 | $528.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,086 | $534.9K | 0.02% | −5,168−82.6% | Reduced |
| Redwood Investments, LLC | 1,091 | $537.3K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,092 | $537.8K | 0.01% | −838−43.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,100 | $542.0K | 0.01% | −400−26.7% | Reduced |
| Wolverine Trading, LLC | 1,122 | $552.6K | 0.01% | +1,122 | New |
| O'Shaughnessy Asset Management, LLC | 1,129 | $556.0K | 0.01% | +620+121.8% | Added |
| Kingsview Wealth Management, LLC | 1,139 | $561.0K | 0.02% | −3−0.3% | Reduced |
| Fox Run Management, L.L.C. | 1,140 | $561.5K | 0.17% | +1,140 | New |
| Mach-1 Financial Group, Inc. | 1,141 | $561.9K | 0.24% | +127+12.5% | Added |
| Mercer Global Advisors Inc | 1,157 | $570.0K | 0.00% | +16+1.4% | Added |
| Fifth Third Bancorp | 1,173 | $577.7K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,186 | $584.1K | 0.00% | +109+10.1% | Added |
| GTS Securities LLC | 1,187 | $584.6K | 0.01% | −603−33.7% | Reduced |
| PDT Partners, LLC | 1,200 | $591.0K | 0.07% | −2,400−66.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,203 | $592.5K | 0.00% | +1,203 | New |
| NVWM, LLC | 1,211 | $596.4K | 0.19% | +71+6.2% | Added |
| Cinctive Capital Management LP | 1,218 | $599.9K | 0.03% | −7,469−86.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,227 | $604.3K | 0.01% | −102−7.7% | Reduced |
| Gilbert & Cook, Inc. | 1,228 | $604.8K | 0.10% | +828+207.0% | Added |
| Alpha DNA Investment Management LLC | 1,234 | $607.7K | 0.39% | −177−12.5% | Reduced |
| Hel Ved Capital Management Ltd | 1,235 | $608.2K | 0.20% | +1,235 | New |
| GraniteShares Advisors LLC | 1,251 | $616.1K | 0.57% | +1,251 | New |
| Ostrum Asset Management | 1,257 | $619.1K | 0.06% | +158+14.4% | Added |
| Metis Global Partners, LLC | 1,268 | $624.5K | 0.03% | +138+12.2% | Added |
| Tokio Marine Asset Management Co Ltd | 1,282 | $631.4K | 0.04% | +127+11.0% | Added |
| Western Financial Corp | 1,283 | $631.9K | 0.46% | +1,283 | New |
| US Bancorp | 1,297 | $638.8K | 0.00% | −312−19.4% | Reduced |
| Regal Investment Advisors LLC | 1,309 | $644.7K | 0.06% | −256−16.4% | Reduced |
| La Banque Postale Asset Management SA | 1,334 | $657.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,335 | $657.0K | 0.05% | −217−14.0% | Reduced |
| Wade G W & Inc | 1,336 | $658.0K | 0.02% | −1−0.1% | Reduced |
| Pathstone Family Office, LLC | 1,334 | $676.7K | 0.01% | +1,334 | New |
| Legacy Advisors, LLC | 1,379 | $679.2K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,400 | $689.5K | 0.10% | −15−1.1% | Reduced |
| DC Investments Management, LLC | 1,400 | $689.5K | 0.87% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,411 | $694.9K | 0.45% | −242−14.6% | Reduced |
| Park Avenue Securities LLC | 1,413 | $696.0K | 0.01% | +1,413 | New |
| Dark Forest Capital Management LP | 1,414 | $696.4K | 0.06% | +1,414 | New |
| DGS Capital Management, LLC | 1,431 | $704.8K | 0.34% | −2−0.1% | Reduced |
| Blair William & Co | 1,440 | $709.2K | 0.00% | +15+1.1% | Added |
| Cetera Advisor Networks LLC | 1,456 | $717.1K | 0.00% | −170−10.5% | Reduced |