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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Spring Bank | 70 | $40.6K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 73 | $42.0K | 0.00% | +30+69.8% | Added |
| Larson Financial Group LLC | 74 | $43.0K | 0.00% | +69+1,380.0% | Added |
| Whittier Trust Co of Nevada Inc | 77 | $44.7K | 0.00% | −39−33.6% | Reduced |
| Planning Capital Management Corp | 77 | $44.7K | 0.03% | +77 | New |
| Bartlett & Co. LLC | 80 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $47.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 83 | $48.0K | 0.01% | +14+20.3% | Added |
| Manchester Capital Management LLC | 83 | $48.2K | 0.01% | +2+2.5% | Added |
| TD Waterhouse Canada Inc. | 82 | $48.8K | 0.00% | −11−11.8% | Reduced |
| Principal Securities, Inc. | 86 | $49.9K | 0.00% | +86 | New |
| Allworth Financial LP | 90 | $52.2K | 0.00% | −23−20.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 93 | $55.0K | 0.04% | +21+29.2% | Added |
| Guinness Atkinson Asset Management Inc | 96 | $55.7K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $58.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $58.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $58.1K | 0.01% | +100 | New |
| Whittier Trust Co | 105 | $61.0K | 0.00% | +103+5,150.0% | Added |
| Globeflex Capital L P | 110 | $63.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 105 | $64.2K | 0.02% | +105 | New |
| Proequities, Inc. | 111 | $64.4K | 0.00% | +40+56.3% | Added |
| Umb Bank N A | 111 | $64.4K | 0.00% | −3−2.6% | Reduced |
| Lindbrook Capital, LLC | 117 | $67.9K | 0.01% | +21+21.9% | Added |
| PFS Partners, LLC | 122 | $70.8K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 132 | $77.0K | 0.00% | −6−4.3% | Reduced |
| Quadrant Capital Group LLC | 136 | $79.0K | 0.01% | +12+9.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $81.3K | 0.04% | +140 | New |
| GW&K Investment Management, LLC | 149 | $87.0K | 0.00% | −109−42.2% | Reduced |
| Cambridge Trust Co | 150 | $87.1K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 150 | $87.1K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 155 | $90.0K | 0.04% | +12+8.4% | Added |
| Headlands Technologies LLC | 155 | $90.0K | 0.03% | +155 | New |
| Institutional & Family Asset Management, LLC | 158 | $91.7K | 0.02% | +2+1.3% | Added |
| Plato Investment Management Ltd | 169 | $98.1K | 0.12% | +169 | New |
| Adalta Capital Management LLC | 170 | $98.7K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $99.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89,566 | $101.2K | 0.01% | +20.0% | Added |
| Provenance Wealth Advisors, LLC | 180 | $104.5K | 0.01% | +17+10.4% | Added |
| Ronald Blue Trust, Inc. | 221 | $109.0K | 0.00% | +70+46.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 188 | $109.0K | 0.00% | +188 | New |
| Truvestments Capital LLC | 189 | $109.7K | 0.05% | −103−35.3% | Reduced |
| Desjardins Global Asset Management Inc. | 194 | $112.6K | 0.01% | −166−46.1% | Reduced |
| Acropolis Investment Management, LLC | 199 | $115.5K | 0.01% | +199 | New |
| Salem Investment Counselors Inc | 199 | $115.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $117.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $118.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 211 | $122.5K | 0.01% | −6,865−97.0% | Reduced |
| Clearstead Advisors, LLC | 213 | $123.7K | 0.01% | +55+34.8% | Added |
| NBC Securities, Inc. | 224 | $130.0K | 0.01% | −17−7.1% | Reduced |
| Quent Capital, LLC | 226 | $131.2K | 0.02% | +2+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 228 | $132.4K | 0.00% | −136−37.4% | Reduced |
| Sunbelt Securities, Inc. | 235 | $136.4K | 0.02% | +6+2.6% | Added |
| Farther Finance Advisors, LLC | 237 | $137.7K | 0.01% | +87+58.0% | Added |
| HHM Wealth Advisors, LLC | 263 | $152.7K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 287 | $167.0K | 0.00% | +8+2.9% | Added |
| Baystate Wealth Management LLC | 289 | $167.8K | 0.01% | +289 | New |
| Bessemer Group Inc | 299 | $174.0K | 0.00% | −377−55.8% | Reduced |
| Natixis Investment Managers International | 333 | $193.3K | 0.01% | +57+20.7% | Added |
| Avantax Advisory Services, Inc. | 345 | $200.3K | 0.00% | +345 | New |
| Independent Financial Group, LLC | 345 | $200.3K | 0.01% | +345 | New |
| Belpointe Asset Management LLC | 346 | $200.9K | 0.02% | +346 | New |
| Camden Capital, LLC | 347 | $201.4K | 0.02% | +347 | New |
| Wolff Wiese Magana LLC | 349 | $202.6K | 0.19% | −19−5.2% | Reduced |
| Marcum Wealth, LLC | 351 | $203.8K | 0.02% | +351 | New |
| Horizon Investments, LLC | 355 | $206.1K | 0.01% | +16+4.7% | Added |
| Founders Financial Securities LLC | 355 | $206.1K | 0.02% | +355 | New |
| Oarsman Capital, Inc. | 359 | $208.4K | 0.06% | +359 | New |
| Foundry Partners, LLC | 361 | $209.6K | 0.01% | +361 | New |
| Private Portfolio Partners LLC | 361 | $209.6K | 0.05% | +361 | New |
| TFC Financial Management | 362 | $210.2K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 363 | $210.7K | 0.01% | +363 | New |
| Cetera Advisors LLC | 364 | $211.3K | 0.00% | +364 | New |
| Prospera Financial Services Inc | 364 | $211.3K | 0.01% | +364 | New |
| Eagle Wealth Strategies LLC | 365 | $211.9K | 0.13% | +365 | New |
| Acima Private Wealth, LLC | 366 | $212.5K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 372 | $216.0K | 0.00% | −3−0.8% | Reduced |
| West Michigan Advisors, LLC | 376 | $218.3K | 0.08% | +376 | New |
| Wealth Alliance | 379 | $220.0K | 0.03% | +379 | New |
| Wedbush Securities Inc | 380 | $221.0K | 0.01% | +380 | New |
| IHT Wealth Management, LLC | 382 | $221.8K | 0.01% | +382 | New |
| Peterson Wealth Services | 385 | $223.5K | 0.10% | +385 | New |
| QRG Capital Management, Inc. | 386 | $224.1K | 0.00% | +386 | New |
| Weiss Asset Management LP | 388 | $225.3K | 0.02% | +388 | New |
| CAPROCK Group, Inc. | 389 | $225.8K | 0.01% | +389 | New |
| nVerses Capital, LLC | – | $232.2K | 0.65% | – | New |
| Flaharty Asset Management, LLC | 400 | $232.2K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $232.2K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 401 | $232.8K | 0.12% | +401 | New |
| Capital Investment Advisory Services, LLC | 402 | $233.4K | 0.02% | −12−2.9% | Reduced |
| Claret Asset Management Corp | 405 | $235.0K | 0.04% | +405 | New |
| Cipher Capital LP | 409 | $237.4K | 0.08% | −10−2.4% | Reduced |
| Avestar Capital, LLC | 418 | $242.7K | 0.03% | −36−7.9% | Reduced |
| Keebeck Alpha, LP | 422 | $245.0K | 0.19% | −124−22.7% | Reduced |
| Founders Financial Alliance, LLC | 426 | $247.3K | 0.10% | −166−28.0% | Reduced |
| Baird Financial Group, Inc. | 426 | $247.3K | 0.00% | −86−16.8% | Reduced |
| Ballentine Partners, LLC | 427 | $247.9K | 0.01% | −77−15.3% | Reduced |
| Coldstream Capital Management Inc | 431 | $250.2K | 0.01% | +431 | New |
| Mount Lucas Management LP | 437 | $253.7K | 0.09% | +437 | New |
| Covestor Ltd | 438 | $255.0K | 0.17% | +409+1,410.3% | Added |
| Clare Market Investments LLC | 440 | $255.4K | 0.09% | 00.0% | Unchanged |