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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 42 | $27.0K | 0.00% | +4+10.5% | Added |
| Bell Investment Advisors, Inc | 45 | $28.2K | 0.01% | +1+2.3% | Added |
| Smartleaf Asset Management LLC | 47 | $29.3K | 0.01% | +2+4.4% | Added |
| Geneos Wealth Management Inc. | 49 | $30.7K | 0.00% | +45+1,125.0% | Added |
| Goodman Advisory Group, LLC | 49 | $30.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $31.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 54 | $31.3K | 0.00% | +1+1.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $31.3K | 0.01% | +50 | New |
| Global Retirement Partners, LLC | 52 | $32.6K | 0.00% | +11+26.8% | Added |
| CBIZ Investment Advisory Services, LLC | 57 | $35.7K | 0.00% | +57 | New |
| Whittier Trust Co | 59 | $37.0K | 0.00% | −46−43.8% | Reduced |
| Washington Trust Advisors, Inc. | 59 | $37.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 60 | $37.6K | 0.02% | −8−11.8% | Reduced |
| PFS Partners, LLC | 61 | $38.2K | 0.03% | −61−50.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 66 | $41.4K | 0.02% | −30−31.3% | Reduced |
| Parkside Financial Bank & Trust | 66 | $41.4K | 0.01% | +51+340.0% | Added |
| Sandy Spring Bank | 70 | $43.9K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 73 | $46.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 77 | $48.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 77 | $48.2K | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 77 | $48.2K | 0.01% | +27+54.0% | Added |
| Bartlett & Co. Wealth Management LLC | 80 | $50.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 84 | $52.6K | 0.01% | +1+1.2% | Added |
| Valley National Advisers Inc | 97 | $60.0K | 0.01% | +14+16.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $62.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $62.7K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $63.3K | 0.01% | +1+1.0% | Added |
| TD Waterhouse Canada Inc. | 94 | $63.7K | 0.00% | +12+14.6% | Added |
| Principal Securities, Inc. | 104 | $65.2K | 0.00% | +18+20.9% | Added |
| Globeflex Capital L P | 110 | $68.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 111 | $69.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $70.8K | 0.00% | +23+25.6% | Added |
| GAMMA Investing LLC | 120 | $75.2K | 0.02% | +15+14.3% | Added |
| Proequities, Inc. | 123 | $77.1K | 0.00% | +12+10.8% | Added |
| Gen-Wealth Partners Inc | 127 | $79.6K | 0.04% | +127 | New |
| Hazlett, Burt & Watson, Inc. | 128 | $80.0K | 0.05% | +35+37.6% | Added |
| Focused Wealth Management, Inc | 130 | $81.5K | 0.01% | +130 | New |
| Hollencrest Capital Management | 133 | $83.3K | 0.00% | +133 | New |
| Lindbrook Capital, LLC | 138 | $86.5K | 0.01% | +21+17.9% | Added |
| Quadrant Capital Group LLC | 139 | $87.1K | 0.01% | +3+2.2% | Added |
| Tower Research Capital LLC (TRC) | 143 | $89.6K | 0.00% | −710−83.2% | Reduced |
| Institutional & Family Asset Management, LLC | 148 | $92.7K | 0.01% | −10−6.3% | Reduced |
| Cambridge Trust Co | 150 | $94.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 154 | $96.5K | 0.00% | −74−32.5% | Reduced |
| Kelly Financial Services LLC | 154 | $96.5K | 0.04% | −1−0.6% | Reduced |
| Ci Investments Inc. | 156 | $98.0K | 0.00% | +24+18.2% | Added |
| Adirondack Trust Co | 160 | $100.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 162 | $101.0K | 0.06% | −276−63.0% | Reduced |
| Harbor Investment Advisory, LLC | 89,565 | $101.5K | 0.01% | −10.0% | Reduced |
| Ramirez Asset Management, Inc. | 165 | $103.4K | 0.02% | +165 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 170 | $106.5K | 0.04% | +30+21.4% | Added |
| Truvestments Capital LLC | 172 | $107.8K | 0.04% | −17−9.0% | Reduced |
| National Bank of Canada | 194 | $116.0K | 0.00% | −427−68.8% | Reduced |
| Salem Investment Counselors Inc | 189 | $118.4K | 0.00% | −10−5.0% | Reduced |
| Formidable Asset Management, LLC | 194 | $121.6K | 0.02% | +194 | New |
| Acropolis Investment Management, LLC | 199 | $124.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 215 | $125.0K | 0.00% | +215 | New |
| nVerses Capital, LLC | 200 | $125.3K | 0.30% | – | – |
| Ancora Advisors, LLC | 202 | $126.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $129.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 218 | $130.3K | 0.01% | +5+2.3% | Added |
| NBC Securities, Inc. | 215 | $134.0K | 0.01% | −9−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $141.0K | 0.01% | +225 | New |
| Quent Capital, LLC | 231 | $144.7K | 0.02% | +5+2.2% | Added |
| Farther Finance Advisors, LLC | 237 | $151.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 256 | $160.4K | 0.02% | +76+42.2% | Added |
| HHM Wealth Advisors, LLC | 263 | $164.8K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 272 | $170.4K | 0.01% | −1,300−82.7% | Reduced |
| Point72 Hong Kong Ltd | 279 | $174.6K | 0.01% | +279 | New |
| EverSource Wealth Advisors, LLC | 289 | $174.7K | 0.01% | −154−34.8% | Reduced |
| Bessemer Group Inc | 312 | $195.0K | 0.00% | +13+4.3% | Added |
| Daymark Wealth Partners, LLC | 321 | $201.1K | 0.01% | +321 | New |
| WESPAC Advisors, LLC | 322 | $201.8K | 0.12% | +322 | New |
| TCG Advisory Services, LLC | 322 | $201.8K | 0.01% | +322 | New |
| QRG Capital Management, Inc. | 326 | $204.3K | 0.00% | −60−15.5% | Reduced |
| Private Portfolio Partners LLC | 326 | $204.3K | 0.04% | −35−9.7% | Reduced |
| Natixis Investment Managers International | 333 | $208.6K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 335 | $209.9K | 0.02% | −16−4.6% | Reduced |
| Wolff Wiese Magana LLC | 335 | $209.9K | 0.18% | −14−4.0% | Reduced |
| Belpointe Asset Management LLC | 342 | $214.3K | 0.02% | −4−1.2% | Reduced |
| West Michigan Advisors, LLC | 345 | $216.2K | 0.07% | −31−8.2% | Reduced |
| Camden Capital, LLC | 345 | $216.2K | 0.02% | −2−0.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 349 | $218.7K | 0.03% | +349 | New |
| Csenge Advisory Group | 350 | $219.3K | 0.01% | +350 | New |
| Prelude Capital Management, LLC | 352 | $220.5K | 0.02% | −870−71.2% | Reduced |
| Avantax Advisory Services, Inc. | 354 | $221.8K | 0.00% | +9+2.6% | Added |
| Oarsman Capital, Inc. | 359 | $224.9K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 360 | $225.6K | 0.03% | −19−5.0% | Reduced |
| Foundry Partners, LLC | 361 | $226.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 362 | $226.8K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 366 | $229.3K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 366 | $229.5K | 0.01% | −148−28.8% | Reduced |
| Ronald Blue Trust, Inc. | 377 | $236.2K | 0.00% | +156+70.6% | Added |
| Balentine LLC | 382 | $239.3K | 0.01% | +382 | New |
| IHT Wealth Management, LLC | 383 | $240.0K | 0.01% | +1+0.3% | Added |
| Claret Asset Management Corp | 385 | $241.0K | 0.04% | −20−4.9% | Reduced |
| Independent Financial Group, LLC | 388 | $243.1K | 0.01% | +43+12.5% | Added |
| Eagle Wealth Strategies LLC | 386 | $245.8K | 0.20% | +21+5.8% | Added |
| Flaharty Asset Management, LLC | 400 | $250.6K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 400 | $250.6K | 0.00% | +400 | New |