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, Q3 2024
Institutional positions in HubSpot Inc as of Sep 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
- 729
- −62 vs. Q2 2024
- Shares held
- 46.2M
- +3.77M (+8.9%) vs. Q2 2024
- Total value
- $24.5B
- −$473.3M (−1.9%) vs. Q2 2024
- New holders
- 80
- 276 more added
- Sold out
- 142
- 256 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 49 | $26.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $26.6K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 55 | $29.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $29.8K | 0.00% | −11−16.4% | Reduced |
| AlphaCentric Advisors LLC | 59 | $31.4K | 0.02% | −1−1.7% | Reduced |
| Geneos Wealth Management Inc. | 59 | $31.4K | 0.00% | +55+1,375.0% | Added |
| PFS Partners, LLC | 61 | $32.4K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 68 | $36.1K | 0.00% | +18+36.0% | Added |
| Sandy Spring Bank | 70 | $37.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $38.8K | 0.01% | +50+217.4% | Added |
| Close Asset Management Ltd | 73 | $39.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 77 | $40.9K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 82 | $43.6K | 0.00% | +36+78.3% | Added |
| Whittier Trust Co of Nevada Inc | 93 | $49.4K | 0.00% | −16−14.7% | Reduced |
| Principal Securities, Inc. | 99 | $52.6K | 0.00% | −42−29.8% | Reduced |
| Manchester Capital Management LLC | 103 | $54.8K | 0.01% | +13+14.4% | Added |
| Crewe Advisors LLC | 103 | $54.8K | 0.01% | +28+37.3% | Added |
| Montag A & Associates Inc | 103 | $54.8K | 0.00% | +100+3,333.3% | Added |
| CVA Family Office, LLC | 105 | $55.8K | 0.01% | +1+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 115 | $61.1K | 0.00% | −18−13.5% | Reduced |
| Covestor Ltd | 117 | $62.0K | 0.04% | −30−20.4% | Reduced |
| True Wealth Design, LLC | 117 | $62.2K | 0.02% | +117 | New |
| Asset Dedication, LLC | 118 | $62.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 120 | $64.0K | 0.03% | −33−21.6% | Reduced |
| Global Retirement Partners, LLC | 121 | $64.3K | 0.00% | +56+86.2% | Added |
| Hantz Financial Services, Inc. | 123 | $65.0K | 0.00% | −1,421−92.0% | Reduced |
| Allworth Financial LP | 130 | $69.0K | 0.00% | +5+4.0% | Added |
| Quadrant Capital Group LLC | 131 | $69.6K | 0.00% | −8−5.8% | Reduced |
| GeoWealth Management, LLC | 133 | $70.7K | 0.00% | +133 | New |
| Lindbrook Capital, LLC | 138 | $73.4K | 0.01% | −24−14.8% | Reduced |
| Proequities, Inc. | 139 | $73.9K | 0.00% | −1−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 136 | $74.8K | 0.00% | +9+7.1% | Added |
| Ci Investments Inc. | 143 | $76.0K | 0.00% | −2−1.4% | Reduced |
| Truvestments Capital LLC | 143 | $76.0K | 0.02% | +143 | New |
| J.Safra Asset Management Corp | 144 | $77.2K | 0.01% | +57+65.5% | Added |
| Eastern Bank | 150 | $79.7K | 0.00% | +150 | New |
| Quarry LP | 152 | $80.8K | 0.02% | −96−38.7% | Reduced |
| Skopos Labs, Inc. | 154 | $81.9K | 0.03% | +154 | New |
| Adirondack Trust Co | 160 | $85.1K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 164 | $87.2K | 0.01% | +160+4,000.0% | Added |
| Lazard Asset Management LLC | 166 | $88.0K | 0.00% | −424−71.9% | Reduced |
| Smartleaf Asset Management LLC | 177 | $94.9K | 0.01% | +87+96.7% | Added |
| Harbor Investment Advisory, LLC | 89,561 | $97.5K | 0.01% | −20.0% | Reduced |
| Mather Group, LLC. | 188 | $99.7K | 0.00% | −68−26.6% | Reduced |
| GAMMA Investing LLC | 189 | $100.5K | 0.01% | +70+58.8% | Added |
| Salem Investment Counselors Inc | 189 | $100.5K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 190 | $101.0K | 0.02% | +25+15.2% | Added |
| Acropolis Investment Management, LLC | 199 | $105.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $106.3K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $107.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $107.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 204 | $108.0K | 0.02% | +72+54.5% | Added |
| LRI Investments, LLC | 157 | $109.1K | 0.01% | −15−8.7% | Reduced |
| Capital Performance Advisors LLP | 211 | $112.2K | 0.03% | +211 | New |
| Jones Financial Companies LLLP | 214 | $114.7K | 0.00% | +179+511.4% | Added |
| Farther Finance Advisors, LLC | 242 | $128.6K | 0.00% | −142−37.0% | Reduced |
| Quent Capital, LLC | 261 | $139.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 276 | $146.7K | 0.02% | +20+7.8% | Added |
| Clearstead Advisors, LLC | 277 | $147.3K | 0.00% | −41−12.9% | Reduced |
| Natixis Investment Managers International | 284 | $151.0K | 0.01% | +55+24.0% | Added |
| Bessemer Group Inc | 293 | $155.0K | 0.00% | −14−4.6% | Reduced |
| TFC Financial Management | 294 | $156.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 312 | $165.9K | 0.00% | +84+36.8% | Added |
| Oarsman Capital, Inc. | 333 | $177.0K | 0.03% | −26−7.2% | Reduced |
| HHM Wealth Advisors, LLC | 343 | $182.3K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 366 | $194.6K | 0.01% | +266+266.0% | Added |
| Acima Private Wealth, LLC | 366 | $194.6K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 380 | $202.0K | 0.01% | −62−14.0% | Reduced |
| Huntington National Bank | 381 | $202.5K | 0.00% | +1+0.3% | Added |
| Focused Wealth Management, Inc | 381 | $202.5K | 0.03% | +1+0.3% | Added |
| Wealth Alliance | 386 | $205.2K | 0.02% | +22+6.0% | Added |
| Koshinski Asset Management, Inc. | 389 | $206.8K | 0.02% | +8+2.1% | Added |
| EverSource Wealth Advisors, LLC | 391 | $207.7K | 0.01% | −52−11.7% | Reduced |
| Baird Financial Group, Inc. | 395 | $210.0K | 0.00% | −85−17.7% | Reduced |
| Wolff Wiese Magana LLC | 395 | $210.0K | 0.14% | +64+19.3% | Added |
| Hilltop Holdings Inc. | 395 | $210.0K | 0.01% | +395 | New |
| Aigen Investment Management, LP | 396 | $210.5K | 0.04% | +396 | New |
| Flaharty Asset Management, LLC | 400 | $212.6K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 400 | $212.6K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 402 | $213.7K | 0.01% | −107−21.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 402 | $213.7K | 0.00% | −10−2.4% | Reduced |
| First Affirmative Financial Network | 403 | $214.3K | 0.12% | −65−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 404 | $214.8K | 0.00% | −5,812−93.5% | Reduced |
| Mount Lucas Management LP | 404 | $214.8K | 0.07% | +10+2.5% | Added |
| Ariadne Wealth Management, LP | 335 | $215.9K | 0.12% | +335 | New |
| Capital Investment Advisory Services, LLC | 412 | $219.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 412 | $219.0K | 0.02% | +4+1.0% | Added |
| Marex Group plc | 414 | $220.1K | 0.01% | −130−23.9% | Reduced |
| Affinity Capital Advisors, LLC | 416 | $221.1K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 419 | $223.0K | 0.00% | +11+2.7% | Added |
| Kestra Investment Management, LLC | 433 | $230.2K | 0.01% | +433 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 435 | $231.2K | 0.09% | +435 | New |
| Prelude Capital Management, LLC | 439 | $233.4K | 0.02% | −2,614−85.6% | Reduced |
| Keebeck Alpha, LP | 439 | $233.4K | 0.15% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 441 | $234.0K | 0.00% | −16−3.5% | Reduced |
| Plato Investment Management Ltd | 448 | $237.9K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 126,521 | $238.0K | 0.00% | +126,462+214,342.4% | Added |
| Moody Lynn & Lieberson, LLC | 452 | $240.3K | 0.01% | +101+28.8% | Added |
| Dorsey & Whitney Trust CO LLC | 453 | $240.8K | 0.01% | +453 | New |
| Rappaport Reiches Capital Management, LLC | 460 | $244.5K | 0.07% | −40−8.0% | Reduced |