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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 1,107 | $693.0K | 0.00% | −10,229−90.2% | Reduced |
| Peterson Wealth Services | 1,104 | $691.7K | 0.25% | +719+186.8% | Added |
| Caisse de Depot Et Placement du Quebec | 1,100 | $689.2K | 0.00% | −9,433−89.6% | Reduced |
| Verition Fund Management LLC | 1,094 | $685.5K | 0.01% | −12−1.1% | Reduced |
| Spire Wealth Management | 1,092 | $684.0K | 0.02% | +85+8.4% | Added |
| GraniteShares Advisors LLC | 1,090 | $683.0K | 0.36% | −63−5.5% | Reduced |
| Redwood Investments, LLC | 1,087 | $681.1K | 0.20% | −4−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,086 | $680.4K | 0.01% | +45+4.3% | Added |
| Battery Global Advisors, LLC | 1,041 | $652.2K | 0.53% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,029 | $644.3K | 0.03% | +7+0.7% | Added |
| Icapital Wealth LLC | 1,022 | $640.3K | 0.38% | +1,022 | New |
| FDx Advisors, Inc. | 1,012 | $634.0K | 0.10% | −188−15.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,055 | $626.3K | 0.00% | +285+37.0% | Added |
| Lido Advisors, LLC | 991 | $620.8K | 0.01% | +59+6.3% | Added |
| Motley Fool Asset Management LLC | 986 | $617.8K | 0.04% | +53+5.7% | Added |
| Commerce Bank | 971 | $608.4K | 0.00% | +19+2.0% | Added |
| Petrus Trust Company, LTA | 947 | $593.4K | 0.05% | +227+31.5% | Added |
| New York Life Investment Management LLC | 934 | $585.2K | 0.01% | +13+1.4% | Added |
| Ceera Investments, LLC | 920 | $576.4K | 0.25% | −920−50.0% | Reduced |
| HB Wealth Management, LLC | 892 | $558.9K | 0.01% | +330+58.7% | Added |
| Vestcor Inc | 883 | $553.0K | 0.02% | −179−16.9% | Reduced |
| Ieq Capital, LLC | 875 | $548.2K | 0.01% | −451−34.0% | Reduced |
| Hanseatic Management Services Inc | 875 | $548.2K | 0.83% | +1+0.1% | Added |
| Acadian Asset Management LLC | 878 | $548.0K | 0.00% | −45,387−98.1% | Reduced |
| Valeo Financial Advisors, LLC | 836 | $544.9K | 0.02% | +12+1.5% | Added |
| BluePath Capital Management, LLC | 869 | $544.5K | 0.42% | −24−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 865 | $542.0K | 0.01% | −21−2.4% | Reduced |
| Maven Securities LTD | 864 | $541.3K | 0.03% | +864 | New |
| Redwood Financial Network Corp | 862 | $540.1K | 0.47% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,092 | $537.8K | 0.01% | +294+36.8% | Added |
| Flynn Zito Capital Management, LLC | 847 | $530.7K | 0.27% | +847 | New |
| We Are One Seven, LLC | 847 | $530.7K | 0.03% | −17−2.0% | Reduced |
| Fulton Bank, N.A. | 845 | $529.4K | 0.02% | +89+11.8% | Added |
| Perpetual Ltd | 826 | $517.5K | 0.01% | −790−48.9% | Reduced |
| American Trust | 820 | $513.8K | 0.05% | −7−0.8% | Reduced |
| Kestra Advisory Services, LLC | 818 | $512.5K | 0.00% | +223+37.5% | Added |
| Ossiam | 810 | $507.5K | 0.01% | +133+19.6% | Added |
| Central Pacific Bank - Trust Division | 765 | $487.2K | 0.06% | +765 | New |
| Emerald Advisers, LLC | 777 | $486.8K | 0.02% | −8−1.0% | Reduced |
| Waypoint Wealth Partners Inc. | 775 | $485.6K | 0.14% | 00.0% | Unchanged |
| American International Group, Inc. | 773 | $484.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 800 | $472.9K | 0.02% | −181−18.5% | Reduced |
| Reuter James Wealth Management, LLC | 753 | $471.8K | 0.33% | −7−0.9% | Reduced |
| HighPoint Advisor Group LLC | 787 | $470.0K | 0.03% | +108+15.9% | Added |
| NewEdge Wealth, LLC | 789 | $466.2K | 0.01% | +132+20.1% | Added |
| Graham Capital Management, L.P. | 736 | $461.1K | 0.01% | −340−31.6% | Reduced |
| Ostrum Asset Management | 732 | $458.6K | 0.04% | +196+36.6% | Added |
| Bleakley Financial Group, LLC | 731 | $458.0K | 0.01% | +7+1.0% | Added |
| Simplicity Wealth,LLC | 731 | $458.0K | 0.01% | +731 | New |
| 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 |
| Leonteq Securities AG | 718 | $449.9K | 0.06% | +45+6.7% | Added |
| Panagora Asset Management Inc | 716 | $448.6K | 0.00% | −59,257−98.8% | Reduced |
| Empower Advisory Group, LLC | 713 | $446.7K | 0.00% | −61−7.9% | Reduced |
| CWM Advisors, LLC | 713 | $446.7K | 0.05% | +713 | New |
| 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 |
| Bridgewater Associates, LP | 686 | $429.8K | 0.00% | −631−47.9% | Reduced |
| Lincoln National Corp | 682 | $427.3K | 0.01% | +16+2.4% | Added |
| Icon Wealth Advisors, LLC | 681 | $426.7K | 0.04% | −33−4.6% | Reduced |
| Qtron Investments LLC | 672 | $421.0K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 670 | $419.8K | 0.02% | +140+26.4% | Added |
| Clare Market Investments LLC | 650 | $407.3K | 0.13% | +210+47.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 646 | $404.8K | 0.22% | −10−1.5% | Reduced |
| Winthrop Advisory Group LLC | 642 | $402.3K | 0.06% | −32−4.7% | Reduced |
| Parallel Advisors, LLC | 627 | $392.9K | 0.01% | +37+6.3% | Added |
| Diversified Trust Co | 626 | $392.2K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 625 | $391.6K | 0.00% | +61+10.8% | Added |
| V-Square Quantitative Management LLC | 624 | $391.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 610 | $382.2K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 608 | $381.0K | 0.03% | −45−6.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 597 | $374.1K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 594 | $372.2K | 0.01% | −14−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 587 | $367.8K | 0.01% | −2,302−79.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 584 | $366.5K | 0.00% | +37+6.8% | Added |
| Harbour Investments, Inc. | 579 | $362.8K | 0.01% | +6+1.0% | Added |
| Coastline Trust Co | 575 | $360.3K | 0.04% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Partners, LTD. | 562 | $352.1K | 0.01% | +70+14.2% | Added |
| Rappaport Reiches Capital Management, LLC | 560 | $350.9K | 0.11% | +560 | New |
| Raymond James Trust N.A. | 557 | $349.0K | 0.01% | −35−5.9% | Reduced |
| Bradley Foster & Sargent Inc | 552 | $345.9K | 0.01% | +552 | New |
| Synergy Financial Group, LTD | 547 | $342.7K | 0.39% | +87+18.9% | Added |
| Prospera Financial Services Inc | 540 | $338.3K | 0.01% | +176+48.4% | Added |
| Sequoia Financial Advisors, LLC | 531 | $333.0K | 0.00% | −1,008−65.5% | Reduced |
| Captrust Financial Advisors | 531 | $332.4K | 0.00% | −1,947−78.6% | Reduced |
| Ballentine Partners, LLC | 519 | $325.2K | 0.01% | +92+21.5% | Added |
| Harvest Fund Management Co., Ltd | 515 | $323.0K | 0.03% | −224−30.3% | Reduced |
| Benedict Financial Advisors Inc | 515 | $322.7K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 510 | $319.5K | 0.01% | +4+0.8% | Added |
| Catalyst Financial Partners LLC | 504 | $319.3K | 0.08% | +44+9.6% | Added |
| Moran Wealth Management, LLC | 509 | $318.9K | 0.01% | +509 | New |
| GPS Wealth Strategies Group, LLC | 508 | $318.3K | 0.05% | +10+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 508 | $318.0K | 0.01% | +320+170.2% | 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 |
| Berkshire Asset Management LLC | 506 | $317.0K | 0.02% | +1+0.2% | Added |
| Cigna Investments Inc | 498 | $313.0K | 0.06% | +10+2.0% | Added |