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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 408 | $241.0K | 0.00% | −22−5.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 412 | $243.0K | 0.00% | −42−9.3% | Reduced |
| Capital Investment Advisory Services, LLC | 412 | $243.0K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 416 | $245.4K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 422 | $248.9K | 0.08% | +422 | New |
| Wiley Bros.-Aintree Capital, LLC | 424 | $250.1K | 0.01% | +424 | New |
| IHT Wealth Management, LLC | 424 | $250.1K | 0.01% | +41+10.7% | Added |
| Sax Wealth Advisors, LLC | 434 | $256.0K | 0.02% | +434 | New |
| Gratus Capital LLC | 436 | $257.1K | 0.01% | +436 | New |
| Keebeck Alpha, LP | 439 | $258.9K | 0.19% | +439 | New |
| Raymond James Trust N.A. | 440 | $259.5K | 0.01% | −117−21.0% | Reduced |
| Wedbush Securities Inc | 442 | $261.0K | 0.01% | −13−2.9% | Reduced |
| Plato Investment Management Ltd | 448 | $264.2K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 449 | $264.8K | 0.03% | −264−37.0% | Reduced |
| Crossmark Global Holdings, Inc. | 457 | $269.0K | 0.01% | +6+1.3% | Added |
| Welch & Forbes LLC | 481 | $269.5K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 458 | $270.7K | 0.01% | −49−9.7% | Reduced |
| Prospera Financial Services Inc | 463 | $273.1K | 0.01% | −77−14.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 465 | $274.3K | 0.03% | −5−1.1% | Reduced |
| Claret Asset Management Corp | 466 | $275.0K | 0.05% | +81+21.0% | Added |
| First Affirmative Financial Network | 468 | $275.9K | 0.19% | −25−5.1% | Reduced |
| Accredited Investors Inc. | 473 | $279.0K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 477 | $281.3K | 0.01% | −896−65.3% | Reduced |
| Baird Financial Group, Inc. | 480 | $283.1K | 0.00% | +49+11.4% | Added |
| Brown Brothers Harriman & Co | 482 | $284.3K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 484 | $285.5K | 0.03% | +35+7.8% | Added |
| Horizon Investments, LLC | 484 | $285.5K | 0.01% | +35+7.8% | Added |
| Ronald Blue Trust, Inc. | 456 | $285.7K | 0.00% | +79+21.0% | Added |
| Ballentine Partners, LLC | 497 | $293.1K | 0.01% | −22−4.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 500 | $294.9K | 0.09% | −60−10.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 506 | $298.4K | 0.18% | −1−0.2% | Reduced |
| Berkshire Asset Management LLC | 506 | $298.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 508 | $299.6K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 509 | $300.2K | 0.02% | +160+45.8% | Added |
| Cigna Investments Inc | 511 | $301.0K | 0.06% | +13+2.6% | Added |
| Benedict Financial Advisors Inc | 515 | $303.7K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 612 | $304.2K | 0.03% | −69−10.1% | Reduced |
| Golden State Equity Partners | 538 | $317.3K | 0.07% | +538 | New |
| Catalyst Financial Partners LLC | 539 | $317.9K | 0.07% | +35+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 539 | $318.5K | 0.00% | −45−7.7% | Reduced |
| Machina Capital S.A.S. | 544 | $320.8K | 0.14% | +544 | New |
| Marex Group plc | 544 | $320.8K | 0.01% | +544 | New |
| Kingsview Wealth Management, LLC | 546 | $322.0K | 0.01% | −319−36.9% | Reduced |
| Prosperity Financial Group, Inc. | 552 | $325.6K | 0.21% | +60+12.2% | Added |
| Coldstream Capital Management Inc | 556 | $327.9K | 0.01% | +95+20.6% | Added |
| HighPoint Advisor Group LLC | 682 | $333.0K | 0.02% | −105−13.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 569 | $335.6K | 0.01% | +59+11.6% | Added |
| Central Pacific Bank - Trust Division | 570 | $336.2K | 0.04% | −195−25.5% | Reduced |
| Bradley Foster & Sargent Inc | 570 | $336.2K | 0.01% | +18+3.3% | Added |
| Albion Financial Group | 570 | $336.2K | 0.03% | −1−0.2% | Reduced |
| Wetherby Asset Management Inc | 573 | $337.9K | 0.02% | +2+0.4% | Added |
| Coastline Trust Co | 575 | $339.1K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 576 | $339.7K | 0.01% | +133+30.0% | Added |
| Harbour Investments, Inc. | 577 | $340.3K | 0.01% | −2−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 586 | $345.6K | 0.01% | +24+4.3% | Added |
| Captrust Financial Advisors | 586 | $345.8K | 0.00% | +55+10.4% | Added |
| Lazard Asset Management LLC | 590 | $347.0K | 0.00% | −517−46.7% | Reduced |
| Sequoia Financial Advisors, LLC | 590 | $348.1K | 0.00% | +59+11.1% | Added |
| Flynn Zito Capital Management, LLC | 591 | $348.6K | 0.18% | −256−30.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 597 | $352.1K | 0.11% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 600 | $353.9K | 0.07% | +200+50.0% | Added |
| Teza Capital Management LLC | 608 | $358.6K | 0.04% | +608 | New |
| Emerald Advisers, LLC | 609 | $359.2K | 0.02% | −168−21.6% | Reduced |
| Baldwin Brothers Inc | 610 | $359.8K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 612 | $361.0K | 0.03% | +612 | New |
| Two Sigma Securities, LLC | 628 | $370.4K | 0.02% | −3,177−83.5% | Reduced |
| Yousif Capital Management, LLC | 628 | $370.4K | 0.00% | +3+0.5% | Added |
| First Horizon Advisors, Inc. | 629 | $371.0K | 0.01% | +35+5.9% | Added |
| Resources Investment Advisors, LLC. | 630 | $371.6K | 0.00% | +630 | New |
| Winthrop Advisory Group LLC | 632 | $372.7K | 0.05% | −10−1.6% | Reduced |
| Diversified Trust Co | 633 | $373.3K | 0.01% | +7+1.1% | Added |
| Parallel Advisors, LLC | 637 | $375.8K | 0.01% | +10+1.6% | Added |
| Capital CS Group, LLC | 638 | $376.3K | 0.43% | +638 | New |
| Stratos Wealth Advisors, LLC | 645 | $380.4K | 0.02% | +645 | New |
| Cherry Creek Investment Advisors, Inc. | 646 | $381.0K | 0.20% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 646 | $381.0K | 0.01% | +646 | New |
| Rakuten Investment Management, Inc. | 662 | $387.9K | 0.00% | +248+59.9% | Added |
| National Asset Management, Inc. | 665 | $392.2K | 0.01% | −427−39.1% | Reduced |
| Fox Run Management, L.L.C. | 681 | $401.6K | 0.08% | −1,001−59.5% | Reduced |
| HB Wealth Management, LLC | 698 | $411.7K | 0.00% | −194−21.7% | Reduced |
| Arcadia Investment Management Corp | 700 | $412.9K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 714 | $421.1K | 0.00% | +1+0.1% | Added |
| Peak Financial Management, Inc. | 715 | $421.7K | 0.13% | −15−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 718 | $423.5K | 0.00% | +364+102.8% | Added |
| Reuter James Wealth Management, LLC | 722 | $425.8K | 0.32% | −31−4.1% | Reduced |
| Wall Street Financial Group, Inc. | 735 | $433.5K | 0.74% | +735 | New |
| BluePath Capital Management, LLC | 737 | $434.7K | 0.31% | −132−15.2% | Reduced |
| Meeder Advisory Services, Inc. | 743 | $438.2K | 0.03% | +255+52.3% | Added |
| Simplicity Wealth,LLC | 744 | $438.8K | 0.01% | +13+1.8% | Added |
| Bleakley Financial Group, LLC | 744 | $438.8K | 0.01% | +13+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 752 | $443.5K | 0.02% | +82+12.2% | Added |
| Moran Wealth Management, LLC | 754 | $444.7K | 0.01% | +245+48.1% | Added |
| Nomura Holdings Inc | 787 | $464.2K | 0.00% | +787 | New |
| Ostrum Asset Management | 803 | $473.6K | 0.04% | +71+9.7% | Added |
| Centiva Capital, LP | 804 | $474.2K | 0.02% | +804 | New |
| Perpetual Ltd | 809 | $477.1K | 0.01% | −17−2.1% | Reduced |
| Synergy Financial Group, LTD | 817 | $481.9K | 0.50% | +270+49.4% | Added |
| Capstone Investment Advisors, LLC | 822 | $484.8K | 0.01% | +822 | New |
| Valeo Financial Advisors, LLC | 827 | $487.8K | 0.02% | −9−1.1% | Reduced |
| AlphaCore Capital LLC | 837 | $493.7K | 0.12% | +837 | New |