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 |
| Sunbelt Securities, Inc. | 408 | $240.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 406 | $239.5K | 0.03% | −312−43.5% | Reduced |
| J.W. Cole Advisors, Inc. | 406 | $239.5K | 0.01% | +406 | New |
| Avestar Capital, LLC | 405 | $238.9K | 0.03% | −16−3.8% | Reduced |
| D.A. Davidson & Co. | 404 | $238.3K | 0.00% | +404 | New |
| Patriot Financial Group Insurance Agency, LLC | 401 | $236.5K | 0.03% | +401 | New |
| 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 |
| Mount Lucas Management LP | 394 | $232.4K | 0.08% | −8−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 510 | $232.3K | 0.03% | +99+24.1% | Added |
| Quest Partners LLC | 386 | $227.7K | 0.03% | +367+1,931.6% | Added |
| Farther Finance Advisors, LLC | 384 | $227.6K | 0.01% | +147+62.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 384 | $226.5K | 0.06% | +214+125.9% | Added |
| Huntington National Bank | 380 | $224.1K | 0.00% | −102−21.2% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 443 | $220.1K | 0.01% | +154+53.3% | Added |
| Acima Private Wealth, LLC | 366 | $215.9K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 364 | $214.7K | 0.03% | +4+1.1% | Added |
| First National Corp | 363 | $214.1K | 0.05% | +363 | New |
| Koshinski Asset Management, Inc. | 381 | $213.4K | 0.02% | +381 | New |
| Oarsman Capital, Inc. | 359 | $211.7K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 351 | $207.0K | 0.01% | +351 | New |
| TownSquare Capital, LLC | 346 | $204.1K | 0.00% | +346 | New |
| West Michigan Advisors, LLC | 345 | $203.5K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 343 | $202.3K | 0.03% | +80+30.4% | Added |
| Camden Capital, LLC | 342 | $201.5K | 0.02% | −3−0.9% | Reduced |
| Wolff Wiese Magana LLC | 331 | $195.2K | 0.16% | −4−1.2% | Reduced |
| Clearstead Advisors, LLC | 318 | $187.6K | 0.00% | +100+45.9% | Added |
| Bessemer Group Inc | 307 | $180.0K | 0.00% | −5−1.6% | Reduced |
| TFC Financial Management | 294 | $173.4K | 0.03% | −68−18.8% | Reduced |
| Mather Group, LLC. | 256 | $160.6K | 0.00% | +41+19.1% | Added |
| Quent Capital, LLC | 261 | $153.9K | 0.02% | +30+13.0% | Added |
| Provenance Wealth Advisors, LLC | 256 | $151.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 248 | $146.3K | 0.06% | +248 | New |
| National Bank of Canada | 239 | $141.6K | 0.00% | +45+23.2% | Added |
| Natixis Investment Managers International | 229 | $135.1K | 0.01% | −104−31.2% | Reduced |
| Tower Research Capital LLC (TRC) | 228 | $134.5K | 0.00% | +85+59.4% | Added |
| CKW Financial Group | 203 | $120.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $118.8K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $118.0K | 0.06% | +100+100.0% | Added |
| Acropolis Investment Management, LLC | 199 | $117.4K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 195 | $115.0K | 0.00% | −77−28.3% | Reduced |
| Salem Investment Counselors Inc | 189 | $111.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 172 | $101.3K | 0.01% | +172 | New |
| Harbor Investment Advisory, LLC | 89,563 | $99.6K | 0.01% | −20.0% | Reduced |
| Meeder Asset Management Inc | 167 | $98.5K | 0.01% | +143+595.8% | Added |
| Ramirez Asset Management, Inc. | 165 | $97.3K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $95.5K | 0.01% | +24+17.4% | Added |
| Adirondack Trust Co | 160 | $94.4K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 159 | $93.8K | 0.03% | +5+3.2% | Added |
| Pacer Advisors, Inc. | 156 | $92.0K | 0.00% | +156 | New |
| Hazlett, Burt & Watson, Inc. | 153 | $91.0K | 0.05% | +25+19.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 136 | $89.1K | 0.00% | +136 | New |
| Covestor Ltd | 147 | $87.0K | 0.06% | −15−9.3% | Reduced |
| Ci Investments Inc. | 145 | $86.0K | 0.00% | −11−7.1% | Reduced |
| Institutional & Family Asset Management, LLC | 145 | $85.5K | 0.01% | −3−2.0% | Reduced |
| Principal Securities, Inc. | 141 | $83.2K | 0.00% | +37+35.6% | Added |
| Proequities, Inc. | 140 | $82.6K | 0.01% | +17+13.8% | Added |
| Quadrant Capital Group LLC | 139 | $82.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 133 | $78.4K | 0.00% | −21−13.6% | Reduced |
| Tobam | 132 | $78.0K | 0.01% | +132 | New |
| TD Waterhouse Canada Inc. | 127 | $75.3K | 0.00% | +33+35.1% | Added |
| Gen-Wealth Partners Inc | 127 | $74.9K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 119 | $70.2K | 0.01% | −1−0.8% | Reduced |
| Asset Dedication, LLC | 118 | $69.6K | 0.00% | +118 | New |
| Umb Bank N A | 111 | $65.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 109 | $64.3K | 0.00% | +32+41.6% | Added |
| CVA Family Office, LLC | 104 | $61.3K | 0.01% | +3+3.0% | Added |
| Allworth Financial LP | 125 | $59.8K | 0.00% | +12+10.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $58.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 96 | $56.0K | 0.01% | −1−1.0% | Reduced |
| Manchester Capital Management LLC | 90 | $53.1K | 0.01% | +6+7.1% | Added |
| Smartleaf Asset Management LLC | 90 | $52.7K | 0.01% | +43+91.5% | Added |
| J.Safra Asset Management Corp | 87 | $51.3K | 0.01% | +76+690.9% | Added |
| Planning Capital Management Corp | 77 | $45.4K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $44.2K | 0.00% | +63+525.0% | Added |
| Close Asset Management Ltd | 73 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $41.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $39.5K | 0.01% | +1+1.5% | Added |
| Global Retirement Partners, LLC | 65 | $38.3K | 0.00% | +13+25.0% | Added |
| Quantbot Technologies LP | 62 | $36.6K | 0.00% | +62 | New |
| PFS Partners, LLC | 61 | $36.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 60 | $35.4K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 59 | $34.8K | 0.00% | +59 | New |
| Whittier Trust Co | 59 | $34.8K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 55 | $32.4K | 0.02% | −11−16.7% | Reduced |
| Ofi Invest Asset Management | 55 | $30.3K | 0.00% | +1+1.9% | Added |
| HM Payson & Co | 50 | $29.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $29.5K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 49 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $28.3K | 0.00% | −32−40.0% | Reduced |
| Bell Investment Advisors, Inc | 47 | $27.7K | 0.01% | +2+4.4% | Added |
| CBIZ Investment Advisory Services, LLC | 46 | $27.1K | 0.00% | −11−19.3% | Reduced |
| SYSTM Wealth Solutions LLC | 44 | $26.0K | 0.01% | −33−42.9% | Reduced |
| Riverview Trust Co | 43 | $25.4K | 0.02% | 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 |