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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 475 | $275.9K | 0.22% | +475 | New |
| Accredited Investors Inc. | 473 | $274.6K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 470 | $272.9K | 0.03% | −5−1.1% | Reduced |
| Prosperity Financial Group, Inc. | 463 | $268.8K | 0.19% | +17+3.8% | Added |
| 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 |
| Williams Jones Wealth Management, LLC. | 454 | $263.6K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 449 | $260.7K | 0.03% | −43−8.7% | Reduced |
| EverSource Wealth Advisors, LLC | 443 | $257.2K | 0.02% | +2+0.5% | Added |
| Clare Market Investments LLC | 440 | $255.4K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 438 | $255.0K | 0.17% | +409+1,410.3% | Added |
| Mount Lucas Management LP | 437 | $253.7K | 0.09% | +437 | New |
| Coldstream Capital Management Inc | 431 | $250.2K | 0.01% | +431 | New |
| Ballentine Partners, LLC | 427 | $247.9K | 0.01% | −77−15.3% | 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 |
| Keebeck Alpha, LP | 422 | $245.0K | 0.19% | −124−22.7% | Reduced |
| Avestar Capital, LLC | 418 | $242.7K | 0.03% | −36−7.9% | Reduced |
| Cipher Capital LP | 409 | $237.4K | 0.08% | −10−2.4% | Reduced |
| Claret Asset Management Corp | 405 | $235.0K | 0.04% | +405 | New |
| Capital Investment Advisory Services, LLC | 402 | $233.4K | 0.02% | −12−2.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 401 | $232.8K | 0.12% | +401 | 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 |
| nVerses Capital, LLC | – | $232.2K | 0.65% | – | New |
| CAPROCK Group, Inc. | 389 | $225.8K | 0.01% | +389 | New |
| Weiss Asset Management LP | 388 | $225.3K | 0.02% | +388 | New |
| QRG Capital Management, Inc. | 386 | $224.1K | 0.00% | +386 | New |
| Peterson Wealth Services | 385 | $223.5K | 0.10% | +385 | New |
| IHT Wealth Management, LLC | 382 | $221.8K | 0.01% | +382 | New |
| Wedbush Securities Inc | 380 | $221.0K | 0.01% | +380 | New |
| Wealth Alliance | 379 | $220.0K | 0.03% | +379 | New |
| West Michigan Advisors, LLC | 376 | $218.3K | 0.08% | +376 | New |
| Huntington National Bank | 372 | $216.0K | 0.00% | −3−0.8% | Reduced |
| Acima Private Wealth, LLC | 366 | $212.5K | 0.08% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 365 | $211.9K | 0.13% | +365 | New |
| Cetera Advisors LLC | 364 | $211.3K | 0.00% | +364 | New |
| Prospera Financial Services Inc | 364 | $211.3K | 0.01% | +364 | New |
| Buckingham Strategic Partners | 363 | $210.7K | 0.01% | +363 | New |
| TFC Financial Management | 362 | $210.2K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 361 | $209.6K | 0.01% | +361 | New |
| Private Portfolio Partners LLC | 361 | $209.6K | 0.05% | +361 | New |
| Oarsman Capital, Inc. | 359 | $208.4K | 0.06% | +359 | New |
| Horizon Investments, LLC | 355 | $206.1K | 0.01% | +16+4.7% | Added |
| Founders Financial Securities LLC | 355 | $206.1K | 0.02% | +355 | New |
| Marcum Wealth, LLC | 351 | $203.8K | 0.02% | +351 | New |
| Wolff Wiese Magana LLC | 349 | $202.6K | 0.19% | −19−5.2% | Reduced |
| Camden Capital, LLC | 347 | $201.4K | 0.02% | +347 | New |
| Belpointe Asset Management LLC | 346 | $200.9K | 0.02% | +346 | New |
| Independent Financial Group, LLC | 345 | $200.3K | 0.01% | +345 | New |
| Avantax Advisory Services, Inc. | 345 | $200.3K | 0.00% | +345 | New |
| Natixis Investment Managers International | 333 | $193.3K | 0.01% | +57+20.7% | Added |
| Bessemer Group Inc | 299 | $174.0K | 0.00% | −377−55.8% | Reduced |
| Baystate Wealth Management LLC | 289 | $167.8K | 0.01% | +289 | New |
| Loomis Sayles & Co L P | 287 | $167.0K | 0.00% | +8+2.9% | Added |
| HHM Wealth Advisors, LLC | 263 | $152.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $137.7K | 0.01% | +87+58.0% | Added |
| Sunbelt Securities, Inc. | 235 | $136.4K | 0.02% | +6+2.6% | Added |
| Edmond de Rothschild Holding S.A. | 228 | $132.4K | 0.00% | −136−37.4% | Reduced |
| Quent Capital, LLC | 226 | $131.2K | 0.02% | +2+0.9% | Added |
| NBC Securities, Inc. | 224 | $130.0K | 0.01% | −17−7.1% | Reduced |
| Clearstead Advisors, LLC | 213 | $123.7K | 0.01% | +55+34.8% | Added |
| NewSquare Capital LLC | 211 | $122.5K | 0.01% | −6,865−97.0% | Reduced |
| CKW Financial Group | 203 | $118.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $117.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 199 | $115.5K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 199 | $115.5K | 0.01% | +199 | New |
| Desjardins Global Asset Management Inc. | 194 | $112.6K | 0.01% | −166−46.1% | Reduced |
| Truvestments Capital LLC | 189 | $109.7K | 0.05% | −103−35.3% | Reduced |
| 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 |
| Provenance Wealth Advisors, LLC | 180 | $104.5K | 0.01% | +17+10.4% | Added |
| Harbor Investment Advisory, LLC | 89,566 | $101.2K | 0.01% | +20.0% | Added |
| Adirondack Trust Co | 160 | $99.0K | 0.04% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 170 | $98.7K | 0.06% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 169 | $98.1K | 0.12% | +169 | New |
| Institutional & Family Asset Management, LLC | 158 | $91.7K | 0.02% | +2+1.3% | Added |
| Kelly Financial Services LLC | 155 | $90.0K | 0.04% | +12+8.4% | Added |
| Headlands Technologies LLC | 155 | $90.0K | 0.03% | +155 | New |
| Cambridge Trust Co | 150 | $87.1K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 150 | $87.1K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 149 | $87.0K | 0.00% | −109−42.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $81.3K | 0.04% | +140 | New |
| Quadrant Capital Group LLC | 136 | $79.0K | 0.01% | +12+9.7% | Added |
| Ci Investments Inc. | 132 | $77.0K | 0.00% | −6−4.3% | Reduced |
| PFS Partners, LLC | 122 | $70.8K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 117 | $67.9K | 0.01% | +21+21.9% | Added |
| Umb Bank N A | 111 | $64.4K | 0.00% | −3−2.6% | Reduced |
| Proequities, Inc. | 111 | $64.4K | 0.00% | +40+56.3% | Added |
| GAMMA Investing LLC | 105 | $64.2K | 0.02% | +105 | New |
| Globeflex Capital L P | 110 | $63.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $61.0K | 0.00% | +103+5,150.0% | Added |
| Alta Advisers Ltd | 100 | $58.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $58.1K | 0.01% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $58.0K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 96 | $55.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 93 | $55.0K | 0.04% | +21+29.2% | Added |
| Allworth Financial LP | 90 | $52.2K | 0.00% | −23−20.4% | Reduced |
| Principal Securities, Inc. | 86 | $49.9K | 0.00% | +86 | New |
| TD Waterhouse Canada Inc. | 82 | $48.8K | 0.00% | −11−11.8% | Reduced |