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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 113 | $70.8K | 0.00% | +23+25.6% | Added |
| Umb Bank N A | 111 | $69.5K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 110 | $68.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 104 | $65.2K | 0.00% | +18+20.9% | Added |
| TD Waterhouse Canada Inc. | 94 | $63.7K | 0.00% | +12+14.6% | Added |
| CVA Family Office, LLC | 101 | $63.3K | 0.01% | +1+1.0% | Added |
| Alta Advisers Ltd | 100 | $62.7K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $62.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 97 | $60.0K | 0.01% | +14+16.9% | Added |
| Manchester Capital Management LLC | 84 | $52.6K | 0.01% | +1+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 80 | $50.1K | 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 |
| Whittier Trust Co of Nevada Inc | 77 | $48.2K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 73 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $43.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $41.4K | 0.01% | +51+340.0% | Added |
| Guinness Atkinson Asset Management Inc | 66 | $41.4K | 0.02% | −30−31.3% | Reduced |
| PFS Partners, LLC | 61 | $38.2K | 0.03% | −61−50.0% | Reduced |
| AlphaCentric Advisors LLC | 60 | $37.6K | 0.02% | −8−11.8% | Reduced |
| Washington Trust Advisors, Inc. | 59 | $37.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $37.0K | 0.00% | −46−43.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 57 | $35.7K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 52 | $32.6K | 0.00% | +11+26.8% | Added |
| 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 |
| Goodman Advisory Group, LLC | 49 | $30.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $30.7K | 0.00% | +45+1,125.0% | Added |
| Smartleaf Asset Management LLC | 47 | $29.3K | 0.01% | +2+4.4% | Added |
| Bell Investment Advisors, Inc | 45 | $28.2K | 0.01% | +1+2.3% | Added |
| Smithfield Trust Co | 42 | $27.0K | 0.00% | +4+10.5% | Added |
| Riverview Trust Co | 43 | $26.9K | 0.02% | +43 | New |
| AdvisorNet Financial, Inc | 42 | $26.3K | 0.00% | +11+35.5% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $26.3K | 0.00% | +42 | New |
| Colonial Trust Advisors | 41 | $25.7K | 0.00% | +41 | New |
| MCF Advisors LLC | 40 | $25.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $24.4K | 0.00% | +39 | New |
| Private Trust Co NA | 37 | $23.2K | 0.00% | +10+37.0% | Added |
| Gordian Capital Singapore Pte Ltd | 36 | $22.6K | 0.02% | +30+500.0% | Added |
| Birchbrook, Inc. | 35 | $21.9K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 33 | $21.4K | 0.00% | +33 | New |
| 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 |
| Hantz Financial Services, Inc. | 28 | $18.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 27 | $16.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $16.9K | 0.01% | −23−46.0% | Reduced |
| GW&K Investment Management, LLC | 26 | $16.0K | 0.00% | −123−82.6% | Reduced |
| Evermay Wealth Management LLC | 25 | $15.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $15.0K | 0.00% | −3,958−99.4% | Reduced |
| 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 |
| TCTC Holdings, LLC | 22 | $13.8K | 0.00% | +22 | New |
| Rocky Mountain Advisers, LLC | 21 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 20 | $12.5K | 0.00% | +20 | New |
| Venturi Wealth Management, LLC | 19 | $11.9K | 0.00% | −42−68.9% | Reduced |
| Quest Partners LLC | 19 | $11.9K | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $10.7K | 0.00% | +2+13.3% | Added |
| 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 |
| 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 |
| Capital Advisors, Ltd. LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $9.98K | 0.00% | +17 | New |
| FinTrust Capital Advisors, LLC | 15 | $9.40K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $9.40K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $8.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Connections Group, Inc. | 12 | $8.00K | 0.01% | +12 | New |
| 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 |
| Cornerstone Planning Group LLC | 12 | $7.20K | 0.00% | −20−62.5% | Reduced |
| 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 |
| 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 |
| Ogorek Anthony Joseph | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $5.09K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $5.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $5.01K | 0.00% | −1−11.1% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 7 | $4.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $4.39K | 0.00% | +7 | New |
| Vima LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $4.06K | 0.00% | 00.0% | Unchanged |