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 |
|---|---|---|---|---|---|
| Hel Ved Capital Management Ltd | 1,235 | $608.2K | 0.20% | +1,235 | New |
| Alpha DNA Investment Management LLC | 1,234 | $607.7K | 0.39% | −177−12.5% | Reduced |
| Gilbert & Cook, Inc. | 1,228 | $604.8K | 0.10% | +828+207.0% | Added |
| Integrated Wealth Concepts LLC | 1,227 | $604.3K | 0.01% | −102−7.7% | Reduced |
| Cinctive Capital Management LP | 1,218 | $599.9K | 0.03% | −7,469−86.0% | Reduced |
| NVWM, LLC | 1,211 | $596.4K | 0.19% | +71+6.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,203 | $592.5K | 0.00% | +1,203 | New |
| PDT Partners, LLC | 1,200 | $591.0K | 0.07% | −2,400−66.7% | Reduced |
| GTS Securities LLC | 1,187 | $584.6K | 0.01% | −603−33.7% | Reduced |
| Bridgewater Associates, LP | 1,186 | $584.1K | 0.00% | +109+10.1% | Added |
| Fifth Third Bancorp | 1,173 | $577.7K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,157 | $570.0K | 0.00% | +16+1.4% | Added |
| Mach-1 Financial Group, Inc. | 1,141 | $561.9K | 0.24% | +127+12.5% | Added |
| Fox Run Management, L.L.C. | 1,140 | $561.5K | 0.17% | +1,140 | New |
| Kingsview Wealth Management, LLC | 1,139 | $561.0K | 0.02% | −3−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,129 | $556.0K | 0.01% | +620+121.8% | Added |
| Wolverine Trading, LLC | 1,122 | $552.6K | 0.01% | +1,122 | New |
| Thompson Siegel & Walmsley LLC | 1,100 | $542.0K | 0.01% | −400−26.7% | Reduced |
| National Asset Management, Inc. | 1,092 | $537.8K | 0.01% | −838−43.4% | Reduced |
| Redwood Investments, LLC | 1,091 | $537.3K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,086 | $534.9K | 0.02% | −5,168−82.6% | Reduced |
| Vestcor Inc | 1,073 | $528.0K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,061 | $522.5K | 0.03% | +9+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,060 | $522.0K | 0.01% | +188+21.6% | Added |
| IFP Advisors, Inc | 1,029 | $506.4K | 0.02% | +99+10.6% | Added |
| Motley Fool Asset Management LLC | 1,022 | $503.3K | 0.04% | +9+0.9% | Added |
| Spire Wealth Management | 1,005 | $495.0K | 0.02% | −6,929−87.3% | Reduced |
| Veriti Management LLC | 1,001 | $493.0K | 0.06% | −20−2.0% | 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 |
| Valeo Financial Advisors, LLC | 988 | $486.6K | 0.02% | −107−9.8% | Reduced |
| Lido Advisors, LLC | 947 | $466.4K | 0.01% | +59+6.6% | Added |
| We Are One Seven, LLC | 935 | $460.5K | 0.04% | +935 | New |
| Private Advisor Group, LLC | 925 | $455.6K | 0.00% | −764−45.2% | Reduced |
| Hanseatic Management Services Inc | 919 | $452.6K | 0.84% | +2+0.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 907 | $447.0K | 0.08% | −72−7.4% | Reduced |
| BluePath Capital Management, LLC | 877 | $431.9K | 0.40% | +877 | New |
| Redwood Financial Network Corp | 862 | $424.6K | 0.45% | −16−1.8% | Reduced |
| Seven Eight Capital, LP | 862 | $424.5K | 0.05% | +862 | New |
| Cable Hill Partners, LLC | 852 | $419.6K | 0.06% | +2+0.2% | Added |
| Signaturefd, LLC | 845 | $416.2K | 0.01% | +65+8.3% | Added |
| Empower Advisory Group, LLC | 840 | $413.7K | 0.00% | −123−12.8% | Reduced |
| Diversified Trust Co | 840 | $413.7K | 0.02% | −214−20.3% | Reduced |
| Perpetual Ltd | 810 | $398.9K | 0.00% | −447−35.6% | Reduced |
| Fulton Bank, N.A. | 804 | $396.0K | 0.02% | +65+8.8% | Added |
| American International Group, Inc. | 794 | $391.0K | 0.00% | −55−6.5% | Reduced |
| Welch & Forbes LLC | 781 | $384.6K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 778 | $383.2K | 0.29% | −27−3.4% | Reduced |
| Waypoint Wealth Partners Inc. | 775 | $381.7K | 0.13% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 771 | $379.7K | 0.14% | +771 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 768 | $378.2K | 0.01% | −104−11.9% | Reduced |
| Icon Wealth Partners, LLC | 758 | $373.3K | 0.04% | +1+0.1% | Added |
| Bridgefront Capital, LLC | 756 | $372.3K | 0.26% | +756 | New |
| Vetamer Capital Management, L.P. | 745 | $366.9K | 0.68% | −361−32.6% | Reduced |
| New York Life Investment Management LLC | 733 | $361.0K | 0.00% | −75−9.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 716 | $352.6K | 0.06% | +70+10.8% | Added |
| Vident Advisory, LLC | 705 | $347.2K | 0.01% | +705 | New |
| Northwestern Mutual Wealth Management Co | 703 | $346.2K | 0.00% | −750−51.6% | Reduced |
| Arcadia Investment Management Corp | 700 | $344.8K | 0.07% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 697 | $343.3K | 0.12% | −50−6.7% | Reduced |
| Boston Private Wealth LLC | 696 | $342.8K | 0.01% | −1,052−60.2% | 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 |
| Ossiam | 677 | $333.4K | 0.01% | −23−3.3% | Reduced |
| Bessemer Group Inc | 676 | $332.0K | 0.00% | +274+68.2% | Added |
| Qtron Investments LLC | 672 | $331.0K | 0.06% | +102+17.9% | Added |
| Brown Brothers Harriman & Co | 670 | $330.0K | 0.00% | +574+597.9% | Added |
| NewEdge Wealth, LLC | 668 | $329.0K | 0.01% | +33+5.2% | Added |
| Synovus Financial Corp | 658 | $324.1K | 0.00% | +43+7.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 656 | $323.1K | 0.22% | −10−1.5% | Reduced |
| Lincoln National Corp | 649 | $319.6K | 0.01% | +649 | New |
| Harbour Investments, Inc. | 624 | $307.3K | 0.02% | +5+0.8% | Added |
| Leonteq Securities AG | 619 | $304.9K | 0.03% | −81−11.6% | Reduced |
| CWM, LLC | 616 | $303.0K | 0.00% | +178+40.6% | Added |
| Baldwin Brothers Inc | 610 | $300.4K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 608 | $299.4K | 0.02% | +8+1.3% | Added |
| Kestra Advisory Services, LLC | 605 | $298.0K | 0.00% | −657−52.1% | Reduced |
| MQS Management LLC | 604 | $297.5K | 0.18% | +604 | New |
| First Horizon Advisors, Inc. | 597 | $294.0K | 0.01% | −40−6.3% | Reduced |
| Raymond James Trust N.A. | 594 | $292.6K | 0.01% | −12−2.0% | Reduced |
| Founders Financial Alliance, LLC | 592 | $291.6K | 0.13% | −17−2.8% | Reduced |
| Parallel Advisors, LLC | 591 | $291.1K | 0.01% | +30+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 589 | $290.1K | 0.03% | −528−47.3% | Reduced |
| Coastline Trust Co | 575 | $283.2K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 572 | $281.7K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 552 | $271.9K | 0.00% | +15+2.8% | Added |
| Keebeck Alpha, LP | 546 | $268.9K | 0.26% | −309−36.1% | Reduced |
| HB Wealth Management, LLC | 543 | $267.4K | 0.00% | +35+6.9% | Added |
| Nebula Research & Development LLC | 542 | $266.9K | 0.14% | +542 | New |
| Golden State Equity Partners | 537 | $264.5K | 0.07% | +3+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 530 | $261.0K | 0.01% | +90+20.5% | Added |
| Twin Focus Capital Partners, LLC | 525 | $258.6K | 0.06% | −91−14.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 517 | $254.6K | 0.02% | −4,516−89.7% | Reduced |
| 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 |
| Edmonds Duncan Registered Investment Advisors, LLC | 514 | $253.1K | 0.07% | +89+20.9% | Added |
| Baird Financial Group, Inc. | 512 | $252.2K | 0.00% | −94−15.5% | Reduced |
| American Trust | 511 | $251.7K | 0.02% | −153−23.0% | Reduced |
| Affinity Capital Advisors, LLC | 510 | $251.2K | 0.07% | −19−3.6% | Reduced |