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 |
|---|---|---|---|---|---|
| Quarry LP | 38 | $18.7K | 0.01% | −10−20.8% | Reduced |
| Earnest Partners LLC | 32 | $15.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $15.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $14.9K | 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 |
| Covestor Ltd | 29 | $14.0K | 0.01% | −10−25.6% | Reduced |
| Hantz Financial Services, Inc. | 28 | $14.0K | 0.00% | 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 |
| Tower View Investment Management & Research LLC | 27 | $13.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 26 | $12.8K | 0.00% | +26 | New |
| 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 |
| Versant Capital Management, Inc | 23 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $10.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 21 | $10.3K | 0.01% | +21 | New |
| Johnson Midwest Financial, LLC | 20 | $9.85K | 0.02% | 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 |
| Capital Advisors, Ltd. LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 18 | $7.63K | 0.00% | +1+5.9% | Added |
| Carmichael Hill & Associates, Inc. | 15 | $7.39K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| West Branch Capital LLC | 13 | $6.40K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 13 | $6.40K | 0.00% | +13 | New |
| 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 |
| 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 |
| Ogorek Anthony Joseph | 10 | $4.00K | 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 |
| JFS Wealth Advisors, LLC | 7 | $3.45K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $3.00K | 0.00% | +8 | 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 |
| Headinvest, LLC | 5 | $2.48K | 0.00% | +5 | New |
| 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 |
| Coppell Advisory Solutions LLC | 7 | $2.02K | 0.00% | −25−78.1% | Reduced |
| 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 |
| 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 |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tfo-TDC, LLC | 1 | $532 | 0.00% | +1 | New |
| 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 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −147,391−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −75,681−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,215−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −17,203−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,692−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −12,170−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −7,043−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |