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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 493 | $308.9K | 0.23% | +18+3.8% | Added |
| Prosperity Financial Group, Inc. | 492 | $308.3K | 0.19% | +29+6.3% | Added |
| Meeder Advisory Services, Inc. | 488 | $305.8K | 0.03% | +39+8.7% | Added |
| Huntington National Bank | 482 | $302.0K | 0.00% | +110+29.6% | Added |
| Brown Brothers Harriman & Co | 482 | $302.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 481 | $301.4K | 0.00% | −100−17.2% | Reduced |
| Accredited Investors Inc. | 473 | $296.4K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 470 | $294.5K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 461 | $288.8K | 0.01% | +30+7.0% | Added |
| Wedbush Securities Inc | 455 | $285.0K | 0.01% | +75+19.7% | Added |
| David Loasby | 432 | $284.7K | 0.03% | +432 | New |
| Williams Jones Wealth Management, LLC. | 454 | $284.5K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 452 | $283.2K | 0.22% | +452 | New |
| Crossmark Global Holdings, Inc. | 451 | $282.0K | 0.01% | +451 | New |
| 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 |
| Plato Investment Management Ltd | 448 | $280.7K | 0.03% | +279+165.1% | Added |
| CAPROCK Group, Inc. | 443 | $277.6K | 0.02% | +54+13.9% | Added |
| Baird Financial Group, Inc. | 431 | $270.0K | 0.00% | +5+1.2% | Added |
| iA Global Asset Management Inc. | 430 | $269.0K | 0.01% | −83−16.2% | Reduced |
| Brevan Howard Capital Management LP | 428 | $268.2K | 0.02% | −1,400−76.6% | Reduced |
| Avestar Capital, LLC | 421 | $263.8K | 0.03% | +3+0.7% | Added |
| Affinity Capital Advisors, LLC | 416 | $260.6K | 0.06% | −94−18.4% | Reduced |
| Rakuten Investment Management, Inc. | 414 | $259.4K | 0.00% | +380+1,117.6% | Added |
| Capital Investment Advisory Services, LLC | 412 | $258.1K | 0.03% | +10+2.5% | Added |
| Insigneo Advisory Services, LLC | 411 | $257.5K | 0.03% | +411 | New |
| Sunbelt Securities, Inc. | 408 | $255.6K | 0.03% | +173+73.6% | Added |
| Delap Wealth Advisory, LLC | 404 | $253.1K | 0.10% | +404 | New |
| Mount Lucas Management LP | 402 | $251.9K | 0.08% | −35−8.0% | Reduced |
| 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 |
| All Terrain Financial Advisors, LLC | 400 | $250.6K | 0.11% | +400 | New |
| Polymer Capital Management (HK) LTD | 400 | $250.6K | 0.06% | +400 | New |
| Eagle Wealth Strategies LLC | 386 | $245.8K | 0.20% | +21+5.8% | Added |
| Independent Financial Group, LLC | 388 | $243.1K | 0.01% | +43+12.5% | Added |
| Claret Asset Management Corp | 385 | $241.0K | 0.04% | −20−4.9% | Reduced |
| IHT Wealth Management, LLC | 383 | $240.0K | 0.01% | +1+0.3% | Added |
| Balentine LLC | 382 | $239.3K | 0.01% | +382 | New |
| Ronald Blue Trust, Inc. | 377 | $236.2K | 0.00% | +156+70.6% | Added |
| Apollon Wealth Management, LLC | 366 | $229.5K | 0.01% | −148−28.8% | Reduced |
| Acima Private Wealth, LLC | 366 | $229.3K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 362 | $226.8K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 361 | $226.2K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 360 | $225.6K | 0.03% | −19−5.0% | Reduced |
| Oarsman Capital, Inc. | 359 | $224.9K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 354 | $221.8K | 0.00% | +9+2.6% | Added |
| Prelude Capital Management, LLC | 352 | $220.5K | 0.02% | −870−71.2% | Reduced |
| Csenge Advisory Group | 350 | $219.3K | 0.01% | +350 | New |
| Fifth Third Wealth Advisors LLC | 349 | $218.7K | 0.03% | +349 | New |
| Camden Capital, LLC | 345 | $216.2K | 0.02% | −2−0.6% | Reduced |
| West Michigan Advisors, LLC | 345 | $216.2K | 0.07% | −31−8.2% | Reduced |
| Belpointe Asset Management LLC | 342 | $214.3K | 0.02% | −4−1.2% | Reduced |
| 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 |
| Natixis Investment Managers International | 333 | $208.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| WESPAC Advisors, LLC | 322 | $201.8K | 0.12% | +322 | New |
| TCG Advisory Services, LLC | 322 | $201.8K | 0.01% | +322 | New |
| Daymark Wealth Partners, LLC | 321 | $201.1K | 0.01% | +321 | New |
| Bessemer Group Inc | 312 | $195.0K | 0.00% | +13+4.3% | Added |
| EverSource Wealth Advisors, LLC | 289 | $174.7K | 0.01% | −154−34.8% | Reduced |
| Point72 Hong Kong Ltd | 279 | $174.6K | 0.01% | +279 | New |
| Group One Trading, L.P. | 272 | $170.4K | 0.01% | −1,300−82.7% | Reduced |
| HHM Wealth Advisors, LLC | 263 | $164.8K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 256 | $160.4K | 0.02% | +76+42.2% | Added |
| Farther Finance Advisors, LLC | 237 | $151.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 231 | $144.7K | 0.02% | +5+2.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $141.0K | 0.01% | +225 | New |
| NBC Securities, Inc. | 215 | $134.0K | 0.01% | −9−4.0% | Reduced |
| Clearstead Advisors, LLC | 218 | $130.3K | 0.01% | +5+2.3% | Added |
| CKW Financial Group | 203 | $129.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $126.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $125.3K | 0.30% | – | – |
| Mather Group, LLC. | 215 | $125.0K | 0.00% | +215 | New |
| Acropolis Investment Management, LLC | 199 | $124.7K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 194 | $121.6K | 0.02% | +194 | New |
| Salem Investment Counselors Inc | 189 | $118.4K | 0.00% | −10−5.0% | Reduced |
| National Bank of Canada | 194 | $116.0K | 0.00% | −427−68.8% | Reduced |
| Truvestments Capital LLC | 172 | $107.8K | 0.04% | −17−9.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 170 | $106.5K | 0.04% | +30+21.4% | Added |
| Ramirez Asset Management, Inc. | 165 | $103.4K | 0.02% | +165 | New |
| Harbor Investment Advisory, LLC | 89,565 | $101.5K | 0.01% | −10.0% | Reduced |
| Covestor Ltd | 162 | $101.0K | 0.06% | −276−63.0% | Reduced |
| Adirondack Trust Co | 160 | $100.2K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 156 | $98.0K | 0.00% | +24+18.2% | Added |
| 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 |
| Cambridge Trust Co | 150 | $94.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 148 | $92.7K | 0.01% | −10−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 143 | $89.6K | 0.00% | −710−83.2% | Reduced |
| Quadrant Capital Group LLC | 139 | $87.1K | 0.01% | +3+2.2% | Added |
| Lindbrook Capital, LLC | 138 | $86.5K | 0.01% | +21+17.9% | Added |
| Hollencrest Capital Management | 133 | $83.3K | 0.00% | +133 | New |
| Focused Wealth Management, Inc | 130 | $81.5K | 0.01% | +130 | New |
| Hazlett, Burt & Watson, Inc. | 128 | $80.0K | 0.05% | +35+37.6% | Added |
| Gen-Wealth Partners Inc | 127 | $79.6K | 0.04% | +127 | New |
| Proequities, Inc. | 123 | $77.1K | 0.00% | +12+10.8% | Added |
| GAMMA Investing LLC | 120 | $75.2K | 0.02% | +15+14.3% | Added |