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, Q1 2024
Institutional positions in HubSpot Inc as of Mar 31, 2024. 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
- 732
- +36 vs. Q4 2023
- Shares held
- 45.7M
- +725.5K (+1.6%) vs. Q4 2023
- Total value
- $28.6B
- +$2.52B (+9.7%) vs. Q4 2023
- New holders
- 97
- 299 more added
- Sold out
- 61
- 225 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $349 | 0.00% | +1 | New |
| Delta Asset Management LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $627 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $627 | 0.00% | +1 | New |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2 | $1.00K | 0.00% | +2 | New |
| Gradient Investments LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $1.25K | 0.00% | +2 | New |
| Anfield Capital Management, LLC | 2 | $1.25K | 0.00% | +2 | New |
| JJJ Advisors Inc. | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.72K | 0.00% | +1+50.0% | Added |
| Central Trust Co | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.88K | 0.00% | +3 | New |
| Avion Wealth | 3 | $2.00K | 0.00% | −2−40.0% | Reduced |
| FSA Wealth Management LLC | 4 | $2.51K | 0.00% | −50−92.6% | Reduced |
| TD Private Client Wealth LLC | 4 | $2.51K | 0.00% | +4 | New |
| Macroview Investment Management LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $2.55K | 0.00% | −14−77.8% | Reduced |
| Center for Financial Planning, Inc. | 5 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $3.13K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 5 | $3.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $3.76K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $3.76K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $3.76K | 0.00% | +6 | New |
| Sachetta, LLC | 7 | $4.06K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $4.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $4.39K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $5.01K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $5.01K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $5.01K | 0.00% | −1−11.1% | Reduced |
| Westside Investment Management, Inc. | 8 | $5.09K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $5.09K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.27K | 0.00% | −18,680−99.9% | Reduced |
| State of Wyoming | 10 | $6.27K | 0.00% | −1−9.1% | Reduced |
| Private Wealth Management Group, LLC | 10 | $6.27K | 0.00% | −1−9.1% | Reduced |
| Toth Financial Advisory Corp | 10 | $6.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $6.27K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $6.27K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 10 | $6.27K | 0.00% | +10 | New |
| Redmont Wealth Advisors LLC | 10 | $6.27K | 0.01% | +10 | New |
| Massmutual Trust Co FSB | 11 | $6.89K | 0.00% | +7+175.0% | Added |
| J.Safra Asset Management Corp | 11 | $6.89K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 11 | $6.89K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $7.20K | 0.00% | −20−62.5% | Reduced |
| Front Row Advisors LLC | 12 | $7.52K | 0.00% | +12 | New |
| Crewe Advisors LLC | 12 | $7.52K | 0.00% | +12 | New |
| Tanglewood Legacy Advisors, LLC | 12 | $7.52K | 0.00% | +12 | New |
| Financial Connections Group, Inc. | 12 | $8.00K | 0.01% | +12 | New |
| West Branch Capital LLC | 13 | $8.15K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 13 | $8.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $8.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $9.40K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $9.40K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $9.98K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $10.0K | 0.00% | −14−46.7% | Reduced |
| Fortitude Family Office, LLC | 16 | $10.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 16 | $10.0K | 0.00% | +16 | New |
| Grove Bank & Trust | 17 | $10.7K | 0.00% | −10−37.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 17 | $10.7K | 0.00% | −1−5.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $10.7K | 0.00% | +2+13.3% | Added |
| Quest Partners LLC | 19 | $11.9K | 0.00% | +19 | New |
| Venturi Wealth Management, LLC | 19 | $11.9K | 0.00% | −42−68.9% | Reduced |
| Fernwood Investment Management, LLC | 20 | $12.5K | 0.00% | +20 | New |
| Rocky Mountain Advisers, LLC | 21 | $13.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $13.8K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 23 | $14.4K | 0.00% | −2−8.0% | Reduced |
| Versant Capital Management, Inc | 23 | $14.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $15.0K | 0.00% | −3,958−99.4% | Reduced |
| Evermay Wealth Management LLC | 25 | $15.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $16.0K | 0.00% | −123−82.6% | Reduced |
| Rakuten Securities, Inc. | 27 | $16.9K | 0.01% | −23−46.0% | Reduced |
| Tower View Investment Management & Research LLC | 27 | $16.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $18.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $18.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 33 | $21.4K | 0.00% | +33 | New |
| Birchbrook, Inc. | 35 | $21.9K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 36 | $22.6K | 0.02% | +30+500.0% | Added |
| Private Trust Co NA | 37 | $23.2K | 0.00% | +10+37.0% | Added |
| CoreCap Advisors, LLC | 39 | $24.4K | 0.00% | +39 | New |
| MCF Advisors LLC | 40 | $25.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41 | $25.7K | 0.00% | +41 | New |
| AdvisorNet Financial, Inc | 42 | $26.3K | 0.00% | +11+35.5% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $26.3K | 0.00% | +42 | New |
| Riverview Trust Co | 43 | $26.9K | 0.02% | +43 | New |