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, Q2 2024
Institutional positions in HubSpot Inc as of Jun 30, 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
- 801
- +76 vs. Q1 2024
- Shares held
- 45.9M
- +308.8K (+0.7%) vs. Q1 2024
- Total value
- $27.0B
- −$1.49B (−5.2%) vs. Q1 2024
- New holders
- 148
- 305 more added
- Sold out
- 72
- 240 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 40 | $23.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $24.2K | 0.00% | −18−30.5% | Reduced |
| Colonial Trust Advisors | 41 | $24.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $25.4K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 44 | $26.0K | 0.01% | −33−42.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 46 | $27.1K | 0.00% | −11−19.3% | Reduced |
| Bell Investment Advisors, Inc | 47 | $27.7K | 0.01% | +2+4.4% | Added |
| Bartlett & Co. Wealth Management LLC | 48 | $28.3K | 0.00% | −32−40.0% | Reduced |
| Goodman Advisory Group, LLC | 49 | $28.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $29.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $29.5K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 55 | $30.3K | 0.00% | +1+1.9% | Added |
| Guinness Atkinson Asset Management Inc | 55 | $32.4K | 0.02% | −11−16.7% | Reduced |
| Whittier Trust Co | 59 | $34.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 59 | $34.8K | 0.00% | +59 | New |
| AlphaCentric Advisors LLC | 60 | $35.4K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 61 | $36.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 62 | $36.6K | 0.00% | +62 | New |
| Global Retirement Partners, LLC | 65 | $38.3K | 0.00% | +13+25.0% | Added |
| Parkside Financial Bank & Trust | 67 | $39.5K | 0.01% | +1+1.5% | Added |
| Sandy Spring Bank | 70 | $41.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 73 | $43.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $44.2K | 0.00% | +63+525.0% | Added |
| Planning Capital Management Corp | 77 | $45.4K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 87 | $51.3K | 0.01% | +76+690.9% | Added |
| Smartleaf Asset Management LLC | 90 | $52.7K | 0.01% | +43+91.5% | Added |
| Manchester Capital Management LLC | 90 | $53.1K | 0.01% | +6+7.1% | Added |
| Valley National Advisers Inc | 96 | $56.0K | 0.01% | −1−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $58.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $59.8K | 0.00% | +12+10.6% | Added |
| CVA Family Office, LLC | 104 | $61.3K | 0.01% | +3+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 109 | $64.3K | 0.00% | +32+41.6% | Added |
| Umb Bank N A | 111 | $65.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 118 | $69.6K | 0.00% | +118 | New |
| GAMMA Investing LLC | 119 | $70.2K | 0.01% | −1−0.8% | Reduced |
| Gen-Wealth Partners Inc | 127 | $74.9K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 127 | $75.3K | 0.00% | +33+35.1% | Added |
| Tobam | 132 | $78.0K | 0.01% | +132 | New |
| Edmond de Rothschild Holding S.A. | 133 | $78.4K | 0.00% | −21−13.6% | Reduced |
| Quadrant Capital Group LLC | 139 | $82.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 140 | $82.6K | 0.01% | +17+13.8% | Added |
| Principal Securities, Inc. | 141 | $83.2K | 0.00% | +37+35.6% | Added |
| Institutional & Family Asset Management, LLC | 145 | $85.5K | 0.01% | −3−2.0% | Reduced |
| Ci Investments Inc. | 145 | $86.0K | 0.00% | −11−7.1% | Reduced |
| Covestor Ltd | 147 | $87.0K | 0.06% | −15−9.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 136 | $89.1K | 0.00% | +136 | New |
| Hazlett, Burt & Watson, Inc. | 153 | $91.0K | 0.05% | +25+19.5% | Added |
| Pacer Advisors, Inc. | 156 | $92.0K | 0.00% | +156 | New |
| Kelly Financial Services LLC | 159 | $93.8K | 0.03% | +5+3.2% | Added |
| Adirondack Trust Co | 160 | $94.4K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $95.5K | 0.01% | +24+17.4% | Added |
| Ramirez Asset Management, Inc. | 165 | $97.3K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 167 | $98.5K | 0.01% | +143+595.8% | Added |
| Harbor Investment Advisory, LLC | 89,563 | $99.6K | 0.01% | −20.0% | Reduced |
| LRI Investments, LLC | 172 | $101.3K | 0.01% | +172 | New |
| Salem Investment Counselors Inc | 189 | $111.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 195 | $115.0K | 0.00% | −77−28.3% | Reduced |
| Acropolis Investment Management, LLC | 199 | $117.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $118.0K | 0.06% | +100+100.0% | Added |
| Ancora Advisors, LLC | 202 | $118.8K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $120.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 228 | $134.5K | 0.00% | +85+59.4% | Added |
| Natixis Investment Managers International | 229 | $135.1K | 0.01% | −104−31.2% | Reduced |
| National Bank of Canada | 239 | $141.6K | 0.00% | +45+23.2% | Added |
| Quarry LP | 248 | $146.3K | 0.06% | +248 | New |
| Provenance Wealth Advisors, LLC | 256 | $151.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 261 | $153.9K | 0.02% | +30+13.0% | Added |
| Mather Group, LLC. | 256 | $160.6K | 0.00% | +41+19.1% | Added |
| TFC Financial Management | 294 | $173.4K | 0.03% | −68−18.8% | Reduced |
| Bessemer Group Inc | 307 | $180.0K | 0.00% | −5−1.6% | Reduced |
| Clearstead Advisors, LLC | 318 | $187.6K | 0.00% | +100+45.9% | Added |
| Wolff Wiese Magana LLC | 331 | $195.2K | 0.16% | −4−1.2% | Reduced |
| Camden Capital, LLC | 342 | $201.5K | 0.02% | −3−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 343 | $202.3K | 0.03% | +80+30.4% | Added |
| West Michigan Advisors, LLC | 345 | $203.5K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 346 | $204.1K | 0.00% | +346 | New |
| Moody Lynn & Lieberson, LLC | 351 | $207.0K | 0.01% | +351 | New |
| Oarsman Capital, Inc. | 359 | $211.7K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 381 | $213.4K | 0.02% | +381 | New |
| First National Corp | 363 | $214.1K | 0.05% | +363 | New |
| Wealth Alliance | 364 | $214.7K | 0.03% | +4+1.1% | Added |
| Acima Private Wealth, LLC | 366 | $215.9K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 443 | $220.1K | 0.01% | +154+53.3% | Added |
| Apollon Wealth Management, LLC | 380 | $224.1K | 0.01% | +14+3.8% | Added |
| Focused Wealth Management, Inc | 380 | $224.1K | 0.03% | +250+192.3% | Added |
| Huntington National Bank | 380 | $224.1K | 0.00% | −102−21.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 384 | $226.5K | 0.06% | +214+125.9% | Added |
| Farther Finance Advisors, LLC | 384 | $227.6K | 0.01% | +147+62.0% | Added |
| Quest Partners LLC | 386 | $227.7K | 0.03% | +367+1,931.6% | Added |
| Insigneo Advisory Services, LLC | 510 | $232.3K | 0.03% | +99+24.1% | Added |
| Mount Lucas Management LP | 394 | $232.4K | 0.08% | −8−2.0% | Reduced |
| Flaharty Asset Management, LLC | 400 | $235.9K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 400 | $235.9K | 0.10% | 00.0% | Unchanged |
| West Tower Group, LLC | 400 | $235.9K | 0.64% | +400 | New |
| Patriot Financial Group Insurance Agency, LLC | 401 | $236.5K | 0.03% | +401 | New |
| D.A. Davidson & Co. | 404 | $238.3K | 0.00% | +404 | New |
| Avestar Capital, LLC | 405 | $238.9K | 0.03% | −16−3.8% | Reduced |
| Leonteq Securities AG | 406 | $239.5K | 0.03% | −312−43.5% | Reduced |
| J.W. Cole Advisors, Inc. | 406 | $239.5K | 0.01% | +406 | New |
| Sunbelt Securities, Inc. | 408 | $240.6K | 0.02% | 00.0% | Unchanged |