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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 443 | $257.2K | 0.02% | +2+0.5% | Added |
| Meeder Advisory Services, Inc. | 449 | $260.7K | 0.03% | −43−8.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 454 | $263.6K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 460 | $267.0K | 0.33% | −23−4.8% | Reduced |
| Catalyst Financial Partners LLC | 460 | $267.0K | 0.08% | −19−4.0% | Reduced |
| Prosperity Financial Group, Inc. | 463 | $268.8K | 0.19% | +17+3.8% | Added |
| Global Strategic Investment Solutions, LLC | 470 | $272.9K | 0.03% | −5−1.1% | Reduced |
| Accredited Investors Inc. | 473 | $274.6K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 475 | $275.9K | 0.22% | +475 | New |
| Everpar Advisors LLC | 477 | $276.9K | 0.13% | +477 | New |
| Brown Brothers Harriman & Co | 482 | $279.8K | 0.00% | −188−28.1% | Reduced |
| Cigna Investments Inc | 488 | $284.0K | 0.06% | −8−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 492 | $285.6K | 0.01% | +10+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 498 | $289.1K | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 498 | $289.1K | 0.04% | −409−45.1% | Reduced |
| Shay Capital LLC | 500 | $290.3K | 0.11% | +500 | New |
| Scalar Gauge Management, LLC | 500 | $290.3K | 0.28% | +500 | New |
| Berkshire Asset Management LLC | 505 | $293.2K | 0.02% | −1−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 506 | $293.8K | 0.01% | −11−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 510 | $296.1K | 0.07% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 513 | $297.8K | 0.21% | +4+0.8% | Added |
| iA Global Asset Management Inc. | 513 | $298.0K | 0.01% | +513 | New |
| Apollon Wealth Management, LLC | 514 | $298.2K | 0.01% | +26+5.3% | Added |
| Ontario Teachers Pension Plan Board | 514 | $298.4K | 0.00% | −1,216−70.3% | Reduced |
| Benedict Financial Advisors Inc | 515 | $299.0K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 530 | $307.7K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 536 | $311.2K | 0.03% | −721−57.4% | Reduced |
| Mirador Capital Partners LP | 536 | $311.2K | 0.07% | +536 | New |
| Golden State Equity Partners | 542 | $314.7K | 0.08% | +5+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 547 | $317.6K | 0.00% | −156−22.2% | Reduced |
| Sherbrooke Park Advisers LLC | 551 | $319.9K | 0.15% | −1,229−69.0% | Reduced |
| HB Wealth Management, LLC | 562 | $326.3K | 0.00% | +19+3.5% | Added |
| Yousif Capital Management, LLC | 564 | $327.4K | 0.00% | +12+2.2% | Added |
| Albion Financial Group | 572 | $332.1K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 573 | $332.6K | 0.01% | −51−8.2% | Reduced |
| Coastline Trust Co | 575 | $333.8K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 579 | $336.1K | 0.02% | −29−4.8% | Reduced |
| Welch & Forbes LLC | 581 | $337.3K | 0.01% | −200−25.6% | Reduced |
| National Bank of Canada | 621 | $340.1K | 0.00% | −980−61.2% | Reduced |
| Parallel Advisors, LLC | 590 | $342.5K | 0.01% | −1−0.2% | Reduced |
| Raymond James Trust N.A. | 592 | $343.7K | 0.01% | −2−0.3% | Reduced |
| Kestra Advisory Services, LLC | 595 | $345.4K | 0.00% | −10−1.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 597 | $346.6K | 0.12% | −100−14.3% | Reduced |
| Kornitzer Capital Management Inc | 600 | $348.3K | 0.01% | +600 | New |
| MYDA Advisors LLC | 600 | $348.3K | 0.15% | +600 | New |
| First Horizon Advisors, Inc. | 608 | $353.0K | 0.01% | +11+1.8% | Added |
| Baldwin Brothers Inc | 610 | $354.1K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 620 | $359.9K | 0.20% | +620 | New |
| V-Square Quantitative Management LLC | 624 | $362.3K | 0.09% | +210+50.7% | Added |
| Diversified Trust Co | 626 | $363.4K | 0.01% | −214−25.5% | Reduced |
| Penserra Capital Management LLC | 630 | $364.0K | 0.01% | +382+154.0% | Added |
| Algert Global LLC | 638 | $370.4K | 0.01% | +638 | New |
| Synovus Financial Corp | 655 | $380.3K | 0.01% | −3−0.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 656 | $380.8K | 0.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 657 | $381.4K | 0.01% | −11−1.6% | Reduced |
| Duality Advisers, LP | 658 | $382.0K | 0.04% | −2,425−78.7% | Reduced |
| Symmetry Partners, LLC | 653 | $385.0K | 0.02% | +653 | New |
| Lincoln National Corp | 666 | $386.6K | 0.01% | +17+2.6% | Added |
| Qtron Investments LLC | 672 | $390.1K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 673 | $390.7K | 0.05% | +54+8.7% | Added |
| Winthrop Advisory Group LLC | 674 | $391.3K | 0.06% | +183+37.3% | Added |
| Ossiam | 677 | $393.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 693 | $402.0K | 0.00% | +77+12.5% | Added |
| Arcadia Investment Management Corp | 700 | $406.4K | 0.08% | 00.0% | Unchanged |
| Capula Management Ltd | 714 | $414.5K | 0.03% | +234+48.8% | Added |
| Icon Wealth Advisors, LLC | 714 | $414.5K | 0.04% | +714 | New |
| Petrus Trust Company, LTA | 720 | $418.0K | 0.04% | +720 | New |
| Sawtooth Solutions, LLC | 724 | $420.3K | 0.01% | +35+5.1% | Added |
| Bleakley Financial Group, LLC | 724 | $420.3K | 0.01% | +35+5.1% | Added |
| HighPoint Advisor Group LLC | 679 | $428.0K | 0.03% | +679 | New |
| Harvest Fund Management Co., Ltd | 739 | $429.0K | 0.07% | +377+104.1% | Added |
| Fulton Bank, N.A. | 756 | $438.9K | 0.02% | −48−6.0% | Reduced |
| Reuter James Wealth Management, LLC | 760 | $441.2K | 0.30% | −18−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 770 | $447.0K | 0.00% | −919−54.4% | Reduced |
| Peak Financial Management, Inc. | 771 | $447.6K | 0.15% | 00.0% | Unchanged |
| American International Group, Inc. | 773 | $448.8K | 0.00% | −21−2.6% | Reduced |
| Empower Advisory Group, LLC | 774 | $449.3K | 0.00% | −66−7.9% | Reduced |
| Waypoint Wealth Partners Inc. | 775 | $449.9K | 0.14% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 785 | $455.7K | 0.02% | +785 | New |
| National Asset Management, Inc. | 798 | $463.3K | 0.01% | −294−26.9% | Reduced |
| Valeo Financial Advisors, LLC | 824 | $478.4K | 0.02% | −164−16.6% | Reduced |
| American Trust | 827 | $480.1K | 0.04% | +316+61.8% | Added |
| Signaturefd, LLC | 846 | $491.1K | 0.01% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 853 | $495.2K | 0.01% | −922−51.9% | Reduced |
| Redwood Financial Network Corp | 862 | $500.4K | 0.49% | 00.0% | Unchanged |
| We Are One Seven, LLC | 864 | $501.6K | 0.03% | −71−7.6% | Reduced |
| Hanseatic Management Services Inc | 874 | $507.4K | 0.88% | −45−4.9% | Reduced |
| BluePath Capital Management, LLC | 893 | $508.9K | 0.45% | +16+1.8% | Added |
| Kingsview Wealth Management, LLC | 886 | $514.4K | 0.02% | −253−22.2% | Reduced |
| Sycomore Asset Management | 908 | $532.0K | 0.11% | +698+332.4% | Added |
| Concentric Capital Strategies, LP | 917 | $532.4K | 0.07% | +917 | New |
| New York Life Investment Management LLC | 921 | $534.7K | 0.01% | +188+25.6% | Added |
| Lido Advisors, LLC | 932 | $540.9K | 0.01% | −15−1.6% | Reduced |
| Motley Fool Asset Management LLC | 933 | $541.6K | 0.04% | −89−8.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 936 | $543.4K | 0.01% | −193−17.1% | Reduced |
| Advisors Asset Management, Inc. | 945 | $548.6K | 0.01% | +430+83.5% | Added |
| Commerce Bank | 952 | $552.7K | 0.00% | −6,283−86.8% | Reduced |
| Mercer Global Advisors Inc | 967 | $561.0K | 0.00% | −190−16.4% | Reduced |
| La Banque Postale Asset Management SA | 971 | $563.7K | 0.01% | −363−27.2% | Reduced |
| Spire Wealth Management | 1,007 | $585.5K | 0.02% | +2+0.2% | Added |