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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in HubSpot Inc as of Dec 31, 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
709
+39 vs. Q3 2023
Shares held
45.3M
+336.5K (+0.7%) vs. Q3 2023
Total value
$26.2B
+$4.08B (+18.4%) vs. Q3 2023
New holders
120
224 more added
Sold out
81
252 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 709 institutions
Q1 2021: 507 institutionsQ2 2021: 547 institutionsQ3 2021: 600 institutionsQ4 2021: 663 institutionsQ1 2022: 629 institutionsQ2 2022: 586 institutionsQ3 2022: 567 institutionsQ4 2022: 576 institutionsQ1 2023: 638 institutionsQ2 2023: 682 institutionsQ3 2023: 680 institutionsQ4 2023: 709 institutionsQ1 2024: 732 institutionsQ2 2024: 801 institutionsQ3 2024: 729 institutionsQ4 2024: 798 institutionsQ1 2025: 805 institutionsQ2 2025: 788 institutionsQ3 2025: 772 institutionsQ4 2025: 748 institutionsQ1 2026: 680 institutionsQ2 2026: 599 institutions
Value heldQ4 2023: $26.2B
Q1 2021: $19.4BQ2 2021: $24.8BQ3 2021: $29.2BQ4 2021: $28.6BQ1 2022: $20.7BQ2 2022: $13.2BQ3 2022: $12.1BQ4 2022: $13.1BQ1 2023: $19.3BQ2 2023: $23.4BQ3 2023: $22.2BQ4 2023: $26.2BQ1 2024: $28.6BQ2 2024: $27.0BQ3 2024: $24.5BQ4 2024: $32.7BQ1 2025: $27.4BQ2 2025: $26.5BQ3 2025: $21.8BQ4 2025: $18.9BQ1 2026: $12.0BQ2 2026: $8.94B
Institutions holding HUBS and their total value by quarter
QuarterHoldersValue
Q2 2026599$8.94B
Q1 2026680$12.0B
Q4 2025748$18.9B
Q3 2025772$21.8B
Q2 2025788$26.5B
Q1 2025805$27.4B
Q4 2024798$32.7B
Q3 2024729$24.5B
Q2 2024801$27.0B
Q1 2024732$28.6B
Q4 2023709$26.2B
Q3 2023680$22.2B
Q2 2023682$23.4B
Q1 2023638$19.3B
Q4 2022576$13.1B
Q3 2022567$12.1B
Q2 2022586$13.2B
Q1 2022629$20.7B
Q4 2021663$28.6B
Q3 2021600$29.2B
Q2 2021547$24.8B
Q1 2021507$19.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q3 2023.

Institutions holding HUBS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0New
Tfo-TDC, LLC1$5810.00%00.0%Unchanged
Retirement Group, LLC1$5810.00%00.0%Unchanged
Emfo, LLC1$5810.00%00.0%Unchanged
Delta Asset Management LLC1$5810.00%+1New
Johnson Financial Group, Inc.1$5810.00%+1New
Beaird Harris Wealth Management, LLC1$5810.00%+1New
VitalStone Financial, LLC2$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC2$1.00K0.00%00.0%Unchanged
Gradient Investments LLC2$1.16K0.00%00.0%Unchanged
Key Financial Inc2$1.16K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC2$1.16K0.00%−2−50.0%Reduced
JJJ Advisors Inc.2$1.16K0.00%00.0%Unchanged
Montag A & Associates Inc2$1.44K0.00%−2−50.0%Reduced
Central Trust Co3$1.74K0.00%00.0%Unchanged
Motco3$1.74K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC3$1.74K0.00%+3New
Pineridge Advisors LLC3$1.74K0.00%+3New
WealthCollab, LLC3$1.74K0.00%+3New
Long Island Wealth Management, Inc.4$2.00K0.00%+4New
Geneos Wealth Management Inc.4$2.32K0.00%+1+33.3%Added
Massmutual Trust Co FSB4$2.32K0.00%+2+100.0%Added
Macroview Investment Management LLC4$2.32K0.00%−13−76.5%Reduced
Blume Capital Management, Inc.4$2.32K0.00%00.0%Unchanged
Center for Financial Planning, Inc.5$2.90K0.00%00.0%Unchanged
Stephens Consulting, LLC5$2.90K0.00%00.0%Unchanged
Avion Wealth5$3.00K0.00%00.0%Unchanged
Park Place Capital Corp6$3.48K0.00%−42−87.5%Reduced
Raffa Wealth Management, LLC6$3.48K0.00%00.0%Unchanged
First Manhattan Co5$3.48K0.00%+5New
Gordian Capital Singapore Pte Ltd6$3.48K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$4.06K0.00%00.0%Unchanged
Sachetta, LLC7$4.06K0.00%+7New
Able Wealth Management LLC7$4.06K0.00%+7New
Bogart Wealth, LLC8$4.64K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton8$4.64K0.00%00.0%Unchanged
Westside Investment Management, Inc.8$4.64K0.00%+8New
Caitlin John, LLC8$4.64K0.00%+8New
Ogorek Anthony Joseph10$5.00K0.00%00.0%Unchanged
Glassman Wealth Services9$5.22K0.00%−3−25.0%Reduced
Abound Wealth Management9$5.37K0.00%+1+12.5%Added
Core Alternative Capital10$5.80K0.00%−2−16.7%Reduced
Creative Financial Designs Inc10$5.80K0.00%00.0%Unchanged
Aspire Private Capital, LLC10$5.80K0.00%00.0%Unchanged
Vima LLC10$5.80K0.01%+10New
Toth Financial Advisory Corp10$5.81K0.00%00.0%Unchanged
State of Wyoming11$6.39K0.00%+1+10.0%Added
Private Wealth Management Group, LLC11$6.39K0.00%+11New
SRS Capital Advisors, Inc.13$7.55K0.00%−1−7.1%Reduced
West Branch Capital LLC13$7.55K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.13$7.55K0.00%00.0%Unchanged
Coston, McIsaac & Partners15$8.00K0.00%00.0%Unchanged
Arlington Partners LLC14$8.13K0.00%00.0%Unchanged
Arlington Trust Co LLC14$8.13K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.15$8.71K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC15$8.71K0.00%+12+400.0%Added
Parkside Financial Bank & Trust15$8.71K0.00%−42−73.7%Reduced
Kayne Anderson Rudnick Investment Management LLC15$8.73K0.00%+10+200.0%Added
Capital Advisors, Ltd. LLC16$9.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC16$9.29K0.01%+16New
Turtle Creek Wealth Advisors, LLC17$9.87K0.00%+17New
Bokf, NA18$10.4K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC18$10.4K0.00%+18New
Rocky Mountain Advisers, LLC21$12.2K0.00%00.0%Unchanged
CNB Bank21$12.2K0.01%00.0%Unchanged
Bollard Group LLC22$13.0K0.00%00.0%Unchanged
Versant Capital Management, Inc23$13.4K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC24$13.9K0.00%+17+242.9%Added
Evermay Wealth Management LLC25$14.5K0.00%00.0%Unchanged
Zions Bancorporation, N.A.25$14.5K0.00%00.0%Unchanged
Global Wealth Strategies & Associates25$14.5K0.01%00.0%Unchanged
Private Trust Co NA27$15.7K0.00%00.0%Unchanged
Grove Bank & Trust27$15.7K0.00%00.0%Unchanged
Colonial Trust Co27$15.9K0.00%00.0%Unchanged
Hantz Financial Services, Inc.28$16.0K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC27$16.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.30$17.4K0.00%00.0%Unchanged
Concord Wealth Partners30$17.4K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.30$17.4K0.01%00.0%Unchanged
AdvisorNet Financial, Inc31$18.0K0.00%+6+24.0%Added
Cornerstone Planning Group LLC32$18.6K0.01%+15+88.2%Added
Rakuten Investment Management, Inc.34$20.0K0.00%+34New
Birchbrook, Inc.35$20.3K0.01%+35New
Carolinas Wealth Consulting LLC36$20.9K0.00%00.0%Unchanged
Smithfield Trust Co38$23.0K0.00%−30−44.1%Reduced
Global Retirement Partners, LLC41$23.2K0.00%−69−62.7%Reduced
MCF Advisors LLC40$23.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$25.5K0.01%−1−2.2%Reduced
Smartleaf Asset Management LLC45$26.5K0.01%+45New
Ofi Invest Asset Management53$27.9K0.00%+1+1.9%Added
Goodman Advisory Group, LLC49$28.4K0.01%00.0%Unchanged
HM Payson & Co50$29.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC50$29.0K0.00%+50New
Rakuten Securities, Inc.50$29.0K0.02%+50New
FSA Wealth Management LLC54$31.0K0.01%+54New
Quarry LP56$32.5K0.02%+18+47.4%Added
Washington Trust Advisors, Inc.59$34.3K0.00%00.0%Unchanged
Venturi Wealth Management, LLC61$35.4K0.00%+47+335.7%Added
Resurgent Financial Advisors LLC63$36.6K0.02%+8+14.5%Added
AlphaCentric Advisors LLC68$39.5K0.03%+68New