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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 509 | $250.7K | 0.20% | −13−2.5% | Reduced |
| Berkshire Asset Management LLC | 506 | $249.2K | 0.02% | −45−8.2% | Reduced |
| Ballentine Partners, LLC | 504 | $248.2K | 0.01% | −5−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 498 | $245.3K | 0.05% | +59+13.4% | Added |
| Cigna Investments Inc | 496 | $244.0K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 492 | $242.3K | 0.03% | −120−19.6% | Reduced |
| Regions Financial Corp | 491 | $241.8K | 0.00% | −603−55.1% | Reduced |
| Winthrop Advisory Group LLC | 491 | $241.8K | 0.04% | −20−3.9% | Reduced |
| Apollon Wealth Management, LLC | 488 | $240.3K | 0.01% | +488 | New |
| Synergy Financial Group, LTD | 483 | $237.9K | 0.33% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 482 | $237.4K | 0.01% | +19+4.1% | Added |
| Capula Management Ltd | 480 | $236.4K | 0.02% | +480 | New |
| Catalyst Financial Partners LLC | 479 | $235.9K | 0.08% | −15−3.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 475 | $233.9K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 473 | $233.0K | 0.02% | +5+1.1% | Added |
| Glenmede Trust Co NA | 469 | $231.0K | 0.00% | +469 | New |
| Sequoia Financial Advisors, LLC | 462 | $227.5K | 0.00% | +5+1.1% | 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 |
| Prosperity Financial Group, Inc. | 446 | $219.7K | 0.18% | +25+5.9% | Added |
| EverSource Wealth Advisors, LLC | 441 | $217.2K | 0.02% | −6−1.3% | 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 |
| Koshinski Asset Management, Inc. | 425 | $209.3K | 0.02% | −13−3.0% | Reduced |
| Cipher Capital LP | 419 | $206.4K | 0.15% | −2,695−86.5% | Reduced |
| 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 |
| 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 |
| Huntington National Bank | 375 | $184.7K | 0.00% | −1−0.3% | Reduced |
| Wolff Wiese Magana LLC | 368 | $181.2K | 0.15% | −16−4.2% | Reduced |
| Acima Private Wealth, LLC | 366 | $180.3K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 364 | $179.3K | 0.00% | −48−11.7% | Reduced |
| TFC Financial Management | 362 | $178.3K | 0.04% | −73−16.8% | Reduced |
| Harvest Fund Management Co., Ltd | 362 | $178.0K | 0.03% | −905−71.4% | Reduced |
| Desjardins Global Asset Management Inc. | 360 | $177.3K | 0.02% | −759−67.8% | Reduced |
| Horizon Investments, LLC | 339 | $167.0K | 0.01% | +26+8.3% | Added |
| Truvestments Capital LLC | 292 | $143.8K | 0.07% | −48−14.1% | Reduced |
| Loomis Sayles & Co L P | 279 | $137.0K | 0.00% | +252+933.3% | Added |
| Natixis Investment Managers International | 276 | $135.9K | 0.01% | −87−24.0% | Reduced |
| HHM Wealth Advisors, LLC | 263 | $129.5K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 258 | $126.0K | 0.00% | −163,343−99.8% | Reduced |
| Penserra Capital Management LLC | 248 | $121.0K | 0.00% | −962−79.5% | Reduced |
| NBC Securities, Inc. | 241 | $118.0K | 0.01% | +241 | New |
| Cary Street Partner Investment Advisory LLC | 234 | $115.2K | 0.01% | +5+2.2% | Added |
| Sunbelt Securities, Inc. | 229 | $112.8K | 0.02% | +3+1.3% | Added |
| Quent Capital, LLC | 224 | $110.3K | 0.02% | 00.0% | Unchanged |
| Sycomore Asset Management | 210 | $101.0K | 0.03% | −40−16.0% | Reduced |
| CKW Financial Group | 203 | $100.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $99.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89,564 | $98.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 199 | $98.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 197 | $97.0K | 0.04% | +197 | New |
| Adalta Capital Management LLC | 170 | $84.0K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 163 | $80.3K | 0.01% | +163 | New |
| Ronald Blue Trust, Inc. | 151 | $80.0K | 0.00% | +107+243.2% | Added |
| Adirondack Trust Co | 160 | $78.8K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 159 | $78.3K | 0.01% | −126−44.2% | Reduced |
| Clearstead Advisors, LLC | 158 | $77.8K | 0.00% | −139−46.8% | Reduced |
| Institutional & Family Asset Management, LLC | 156 | $76.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $73.9K | 0.01% | +26+21.0% | Added |
| 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 |
| Kelly Financial Services LLC | 143 | $70.4K | 0.03% | −7−4.7% | Reduced |
| Ci Investments Inc. | 138 | $68.0K | 0.00% | +7+5.3% | Added |
| Quadrant Capital Group LLC | 124 | $61.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 122 | $60.1K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 116 | $57.1K | 0.00% | +39+50.6% | Added |
| KB Financial Partners, LLC | 115 | $57.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 114 | $56.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $55.7K | 0.00% | +23+25.6% | Added |
| Globeflex Capital L P | 110 | $54.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 110 | $52.5K | 0.00% | +11+11.1% | Added |
| TD Waterhouse Canada Inc. | 93 | $51.6K | 0.00% | +17+22.4% | Added |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $49.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $49.3K | 0.03% | +100 | New |
| 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 |
| Manchester Capital Management LLC | 81 | $39.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $39.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 72 | $35.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 71 | $35.0K | 0.00% | +67+1,675.0% | Added |
| Sandy Spring Bank | 70 | $34.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 69 | $34.0K | 0.01% | +2+3.0% | Added |
| Smithfield Trust Co | 68 | $32.0K | 0.00% | +7+11.5% | Added |
| Washington Trust Advisors, Inc. | 59 | $29.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $28.1K | 0.01% | +2+3.6% | Added |
| Resurgent Financial Advisors LLC | 55 | $27.1K | 0.02% | −1−1.8% | Reduced |
| HM Payson & Co | 50 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 52 | $24.2K | 0.00% | +52 | New |
| Goodman Advisory Group, LLC | 49 | $24.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $23.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $22.2K | 0.00% | +2+4.7% | Added |
| Riverview Trust Co | 43 | $21.2K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 43 | $21.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $20.7K | 0.00% | −13−23.6% | Reduced |
| MCF Advisors LLC | 40 | $19.7K | 0.00% | 00.0% | Unchanged |