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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 846 | $498.9K | 0.00% | −1,270−60.0% | Reduced |
| AlphaCore Capital LLC | 837 | $493.7K | 0.12% | +837 | New |
| Valeo Financial Advisors, LLC | 827 | $487.8K | 0.02% | −9−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 822 | $484.8K | 0.01% | +822 | New |
| Synergy Financial Group, LTD | 817 | $481.9K | 0.50% | +270+49.4% | Added |
| Perpetual Ltd | 809 | $477.1K | 0.01% | −17−2.1% | Reduced |
| Centiva Capital, LP | 804 | $474.2K | 0.02% | +804 | New |
| Ostrum Asset Management | 803 | $473.6K | 0.04% | +71+9.7% | Added |
| Nomura Holdings Inc | 787 | $464.2K | 0.00% | +787 | New |
| Moran Wealth Management, LLC | 754 | $444.7K | 0.01% | +245+48.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 752 | $443.5K | 0.02% | +82+12.2% | 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 |
| Meeder Advisory Services, Inc. | 743 | $438.2K | 0.03% | +255+52.3% | Added |
| BluePath Capital Management, LLC | 737 | $434.7K | 0.31% | −132−15.2% | Reduced |
| Wall Street Financial Group, Inc. | 735 | $433.5K | 0.74% | +735 | New |
| Reuter James Wealth Management, LLC | 722 | $425.8K | 0.32% | −31−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 718 | $423.5K | 0.00% | +364+102.8% | Added |
| Peak Financial Management, Inc. | 715 | $421.7K | 0.13% | −15−2.1% | Reduced |
| Empower Advisory Group, LLC | 714 | $421.1K | 0.00% | +1+0.1% | Added |
| Arcadia Investment Management Corp | 700 | $412.9K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 698 | $411.7K | 0.00% | −194−21.7% | Reduced |
| Fox Run Management, L.L.C. | 681 | $401.6K | 0.08% | −1,001−59.5% | Reduced |
| National Asset Management, Inc. | 665 | $392.2K | 0.01% | −427−39.1% | Reduced |
| Rakuten Investment Management, Inc. | 662 | $387.9K | 0.00% | +248+59.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 646 | $381.0K | 0.20% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 646 | $381.0K | 0.01% | +646 | New |
| Stratos Wealth Advisors, LLC | 645 | $380.4K | 0.02% | +645 | New |
| Capital CS Group, LLC | 638 | $376.3K | 0.43% | +638 | New |
| Parallel Advisors, LLC | 637 | $375.8K | 0.01% | +10+1.6% | Added |
| Diversified Trust Co | 633 | $373.3K | 0.01% | +7+1.1% | Added |
| Winthrop Advisory Group LLC | 632 | $372.7K | 0.05% | −10−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 630 | $371.6K | 0.00% | +630 | New |
| First Horizon Advisors, Inc. | 629 | $371.0K | 0.01% | +35+5.9% | Added |
| 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 |
| Mount Yale Investment Advisors, LLC | 612 | $361.0K | 0.03% | +612 | New |
| Baldwin Brothers Inc | 610 | $359.8K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 609 | $359.2K | 0.02% | −168−21.6% | Reduced |
| Teza Capital Management LLC | 608 | $358.6K | 0.04% | +608 | New |
| Polymer Capital Management (HK) LTD | 600 | $353.9K | 0.07% | +200+50.0% | Added |
| Oak Harbor Wealth Partners, LLC | 597 | $352.1K | 0.11% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 591 | $348.6K | 0.18% | −256−30.2% | Reduced |
| Sequoia Financial Advisors, LLC | 590 | $348.1K | 0.00% | +59+11.1% | Added |
| Lazard Asset Management LLC | 590 | $347.0K | 0.00% | −517−46.7% | Reduced |
| Captrust Financial Advisors | 586 | $345.8K | 0.00% | +55+10.4% | Added |
| Stratos Wealth Partners, LTD. | 586 | $345.6K | 0.01% | +24+4.3% | Added |
| Harbour Investments, Inc. | 577 | $340.3K | 0.01% | −2−0.3% | Reduced |
| CAPROCK Group, Inc. | 576 | $339.7K | 0.01% | +133+30.0% | Added |
| Coastline Trust Co | 575 | $339.1K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 573 | $337.9K | 0.02% | +2+0.4% | Added |
| Albion Financial Group | 570 | $336.2K | 0.03% | −1−0.2% | Reduced |
| 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 |
| Vestmark Advisory Solutions, Inc. | 569 | $335.6K | 0.01% | +59+11.6% | Added |
| HighPoint Advisor Group LLC | 682 | $333.0K | 0.02% | −105−13.3% | Reduced |
| Coldstream Capital Management Inc | 556 | $327.9K | 0.01% | +95+20.6% | Added |
| Prosperity Financial Group, Inc. | 552 | $325.6K | 0.21% | +60+12.2% | Added |
| Kingsview Wealth Management, LLC | 546 | $322.0K | 0.01% | −319−36.9% | Reduced |
| Machina Capital S.A.S. | 544 | $320.8K | 0.14% | +544 | New |
| Marex Group plc | 544 | $320.8K | 0.01% | +544 | New |
| Northwestern Mutual Wealth Management Co | 539 | $318.5K | 0.00% | −45−7.7% | Reduced |
| Catalyst Financial Partners LLC | 539 | $317.9K | 0.07% | +35+6.9% | Added |
| Golden State Equity Partners | 538 | $317.3K | 0.07% | +538 | New |
| Icon Wealth Advisors, LLC | 612 | $304.2K | 0.03% | −69−10.1% | Reduced |
| Benedict Financial Advisors Inc | 515 | $303.7K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 511 | $301.0K | 0.06% | +13+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 509 | $300.2K | 0.02% | +160+45.8% | Added |
| GPS Wealth Strategies Group, LLC | 508 | $299.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| Rappaport Reiches Capital Management, LLC | 500 | $294.9K | 0.09% | −60−10.7% | Reduced |
| Ballentine Partners, LLC | 497 | $293.1K | 0.01% | −22−4.2% | Reduced |
| Ronald Blue Trust, Inc. | 456 | $285.7K | 0.00% | +79+21.0% | Added |
| 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 |
| Brown Brothers Harriman & Co | 482 | $284.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 480 | $283.1K | 0.00% | +49+11.4% | Added |
| Dana Investment Advisors, Inc. | 477 | $281.3K | 0.01% | −896−65.3% | Reduced |
| Accredited Investors Inc. | 473 | $279.0K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 468 | $275.9K | 0.19% | −25−5.1% | Reduced |
| Claret Asset Management Corp | 466 | $275.0K | 0.05% | +81+21.0% | Added |
| Global Strategic Investment Solutions, LLC | 465 | $274.3K | 0.03% | −5−1.1% | Reduced |
| Prospera Financial Services Inc | 463 | $273.1K | 0.01% | −77−14.3% | Reduced |
| Buckingham Strategic Partners | 458 | $270.7K | 0.01% | −49−9.7% | Reduced |
| Welch & Forbes LLC | 481 | $269.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 457 | $269.0K | 0.01% | +6+1.3% | Added |
| CWM Advisors, LLC | 449 | $264.8K | 0.03% | −264−37.0% | Reduced |
| Plato Investment Management Ltd | 448 | $264.2K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 442 | $261.0K | 0.01% | −13−2.9% | Reduced |
| Raymond James Trust N.A. | 440 | $259.5K | 0.01% | −117−21.0% | Reduced |
| Keebeck Alpha, LP | 439 | $258.9K | 0.19% | +439 | New |
| Gratus Capital LLC | 436 | $257.1K | 0.01% | +436 | New |
| Sax Wealth Advisors, LLC | 434 | $256.0K | 0.02% | +434 | New |
| IHT Wealth Management, LLC | 424 | $250.1K | 0.01% | +41+10.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 424 | $250.1K | 0.01% | +424 | New |
| Wellington Shields & Co., LLC | 422 | $248.9K | 0.08% | +422 | New |
| Affinity Capital Advisors, LLC | 416 | $245.4K | 0.05% | 00.0% | Unchanged |
| 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 |