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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 400 | $250.6K | 0.11% | +400 | New |
| Polymer Capital Management (HK) LTD | 400 | $250.6K | 0.06% | +400 | New |
| Mount Lucas Management LP | 402 | $251.9K | 0.08% | −35−8.0% | Reduced |
| Delap Wealth Advisory, LLC | 404 | $253.1K | 0.10% | +404 | New |
| Sunbelt Securities, Inc. | 408 | $255.6K | 0.03% | +173+73.6% | Added |
| Insigneo Advisory Services, LLC | 411 | $257.5K | 0.03% | +411 | New |
| Capital Investment Advisory Services, LLC | 412 | $258.1K | 0.03% | +10+2.5% | Added |
| Rakuten Investment Management, Inc. | 414 | $259.4K | 0.00% | +380+1,117.6% | Added |
| Affinity Capital Advisors, LLC | 416 | $260.6K | 0.06% | −94−18.4% | Reduced |
| Avestar Capital, LLC | 421 | $263.8K | 0.03% | +3+0.7% | Added |
| Brevan Howard Capital Management LP | 428 | $268.2K | 0.02% | −1,400−76.6% | Reduced |
| iA Global Asset Management Inc. | 430 | $269.0K | 0.01% | −83−16.2% | Reduced |
| Baird Financial Group, Inc. | 431 | $270.0K | 0.00% | +5+1.2% | Added |
| CAPROCK Group, Inc. | 443 | $277.6K | 0.02% | +54+13.9% | Added |
| Plato Investment Management Ltd | 448 | $280.7K | 0.03% | +279+165.1% | Added |
| Founders Financial Securities LLC | 449 | $281.3K | 0.03% | +94+26.5% | Added |
| Horizon Investments, LLC | 449 | $281.3K | 0.01% | +94+26.5% | Added |
| Strategic Blueprint, LLC | 449 | $281.3K | 0.02% | +449 | New |
| Crossmark Global Holdings, Inc. | 451 | $282.0K | 0.01% | +451 | New |
| Bridgefront Capital, LLC | 452 | $283.2K | 0.22% | +452 | New |
| Williams Jones Wealth Management, LLC. | 454 | $284.5K | 0.00% | 00.0% | Unchanged |
| David Loasby | 432 | $284.7K | 0.03% | +432 | New |
| Wedbush Securities Inc | 455 | $285.0K | 0.01% | +75+19.7% | Added |
| Coldstream Capital Management Inc | 461 | $288.8K | 0.01% | +30+7.0% | Added |
| Global Strategic Investment Solutions, LLC | 470 | $294.5K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 473 | $296.4K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 481 | $301.4K | 0.00% | −100−17.2% | Reduced |
| Brown Brothers Harriman & Co | 482 | $302.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 482 | $302.0K | 0.00% | +110+29.6% | Added |
| Meeder Advisory Services, Inc. | 488 | $305.8K | 0.03% | +39+8.7% | Added |
| Prosperity Financial Group, Inc. | 492 | $308.3K | 0.19% | +29+6.3% | Added |
| First Affirmative Financial Network | 493 | $308.9K | 0.23% | +18+3.8% | Added |
| Cigna Investments Inc | 498 | $313.0K | 0.06% | +10+2.0% | Added |
| Berkshire Asset Management LLC | 506 | $317.0K | 0.02% | +1+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 507 | $317.7K | 0.20% | −6−1.2% | Reduced |
| Buckingham Strategic Partners | 507 | $317.7K | 0.01% | +144+39.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 508 | $318.0K | 0.01% | +320+170.2% | Added |
| GPS Wealth Strategies Group, LLC | 508 | $318.3K | 0.05% | +10+2.0% | Added |
| Moran Wealth Management, LLC | 509 | $318.9K | 0.01% | +509 | New |
| Catalyst Financial Partners LLC | 504 | $319.3K | 0.08% | +44+9.6% | Added |
| Vestmark Advisory Solutions, Inc. | 510 | $319.5K | 0.01% | +4+0.8% | Added |
| Benedict Financial Advisors Inc | 515 | $322.7K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 515 | $323.0K | 0.03% | −224−30.3% | Reduced |
| Ballentine Partners, LLC | 519 | $325.2K | 0.01% | +92+21.5% | Added |
| Captrust Financial Advisors | 531 | $332.4K | 0.00% | −1,947−78.6% | Reduced |
| Sequoia Financial Advisors, LLC | 531 | $333.0K | 0.00% | −1,008−65.5% | Reduced |
| Prospera Financial Services Inc | 540 | $338.3K | 0.01% | +176+48.4% | Added |
| Synergy Financial Group, LTD | 547 | $342.7K | 0.39% | +87+18.9% | Added |
| Bradley Foster & Sargent Inc | 552 | $345.9K | 0.01% | +552 | New |
| Raymond James Trust N.A. | 557 | $349.0K | 0.01% | −35−5.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 560 | $350.9K | 0.11% | +560 | New |
| Stratos Wealth Partners, LTD. | 562 | $352.1K | 0.01% | +70+14.2% | Added |
| Wetherby Asset Management Inc | 571 | $357.8K | 0.02% | −8−1.4% | Reduced |
| Albion Financial Group | 571 | $357.8K | 0.03% | −1−0.2% | Reduced |
| Coastline Trust Co | 575 | $360.3K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 579 | $362.8K | 0.01% | +6+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 584 | $366.5K | 0.00% | +37+6.8% | Added |
| Swiss Life Asset Management Ltd | 587 | $367.8K | 0.01% | −2,302−79.7% | Reduced |
| First Horizon Advisors, Inc. | 594 | $372.2K | 0.01% | −14−2.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 597 | $374.1K | 0.12% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 608 | $381.0K | 0.03% | −45−6.9% | Reduced |
| Baldwin Brothers Inc | 610 | $382.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 624 | $391.0K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 625 | $391.6K | 0.00% | +61+10.8% | Added |
| Diversified Trust Co | 626 | $392.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 627 | $392.9K | 0.01% | +37+6.3% | Added |
| Winthrop Advisory Group LLC | 642 | $402.3K | 0.06% | −32−4.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 646 | $404.8K | 0.22% | −10−1.5% | Reduced |
| Clare Market Investments LLC | 650 | $407.3K | 0.13% | +210+47.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 670 | $419.8K | 0.02% | +140+26.4% | Added |
| Qtron Investments LLC | 672 | $421.0K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 681 | $426.7K | 0.04% | −33−4.6% | Reduced |
| Lincoln National Corp | 682 | $427.3K | 0.01% | +16+2.4% | Added |
| Bridgewater Associates, LP | 686 | $429.8K | 0.00% | −631−47.9% | Reduced |
| Pier 88 Investment Partners LLC | 700 | $438.6K | 0.11% | −1,230−63.7% | Reduced |
| Arcadia Investment Management Corp | 700 | $438.6K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 700 | $438.6K | 0.00% | +300+75.0% | Added |
| Empower Advisory Group, LLC | 713 | $446.7K | 0.00% | −61−7.9% | Reduced |
| CWM Advisors, LLC | 713 | $446.7K | 0.05% | +713 | New |
| Panagora Asset Management Inc | 716 | $448.6K | 0.00% | −59,257−98.8% | Reduced |
| Leonteq Securities AG | 718 | $449.9K | 0.06% | +45+6.7% | Added |
| Investment Management Corp of Ontario | 730 | $457.4K | 0.01% | −400−35.4% | Reduced |
| Peak Financial Management, Inc. | 730 | $457.4K | 0.14% | −41−5.3% | Reduced |
| Bleakley Financial Group, LLC | 731 | $458.0K | 0.01% | +7+1.0% | Added |
| Simplicity Wealth,LLC | 731 | $458.0K | 0.01% | +731 | New |
| Ostrum Asset Management | 732 | $458.6K | 0.04% | +196+36.6% | Added |
| Graham Capital Management, L.P. | 736 | $461.1K | 0.01% | −340−31.6% | Reduced |
| NewEdge Wealth, LLC | 789 | $466.2K | 0.01% | +132+20.1% | Added |
| HighPoint Advisor Group LLC | 787 | $470.0K | 0.03% | +108+15.9% | Added |
| Reuter James Wealth Management, LLC | 753 | $471.8K | 0.33% | −7−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 800 | $472.9K | 0.02% | −181−18.5% | Reduced |
| American International Group, Inc. | 773 | $484.3K | 0.00% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 775 | $485.6K | 0.14% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 777 | $486.8K | 0.02% | −8−1.0% | Reduced |
| Central Pacific Bank - Trust Division | 765 | $487.2K | 0.06% | +765 | New |
| Ossiam | 810 | $507.5K | 0.01% | +133+19.6% | Added |
| Kestra Advisory Services, LLC | 818 | $512.5K | 0.00% | +223+37.5% | Added |
| American Trust | 820 | $513.8K | 0.05% | −7−0.8% | Reduced |
| Perpetual Ltd | 826 | $517.5K | 0.01% | −790−48.9% | Reduced |
| Fulton Bank, N.A. | 845 | $529.4K | 0.02% | +89+11.8% | Added |