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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 566 | $301.0K | 0.01% | −80−12.4% | Reduced |
| National Bank of Canada | 563 | $299.3K | 0.00% | +324+135.6% | Added |
| Berkshire Asset Management LLC | 506 | $298.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 558 | $296.6K | 0.00% | +19+3.5% | Added |
| Howard Bailey Securities, LLC | 555 | $295.0K | 0.11% | +555 | New |
| Brown Brothers Harriman & Co | 555 | $295.0K | 0.00% | +73+15.1% | Added |
| Stratos Wealth Partners, LTD. | 554 | $294.5K | 0.00% | −32−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 552 | $293.4K | 0.00% | −166−23.1% | Reduced |
| Capital CS Group, LLC | 552 | $293.4K | 0.35% | −86−13.5% | Reduced |
| Golden State Equity Partners | 545 | $289.7K | 0.05% | +7+1.3% | Added |
| Wetherby Asset Management Inc | 541 | $287.6K | 0.01% | −32−5.6% | Reduced |
| Ballentine Partners, LLC | 539 | $286.5K | 0.00% | +42+8.5% | Added |
| Inceptionr LLC | 538 | $286.0K | 0.07% | +538 | New |
| Catalyst Financial Partners LLC | 519 | $275.9K | 0.05% | −20−3.7% | Reduced |
| Cannon Advisors, Inc. | 512 | $274.4K | 0.22% | +512 | New |
| Benedict Financial Advisors Inc | 515 | $273.8K | 0.06% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 513 | $272.7K | 0.03% | +3+0.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 512 | $272.2K | 0.16% | +6+1.2% | Added |
| Siemens Fonds Invest GmbH | 512 | $272.2K | 0.02% | +512 | New |
| Cigna Investments Inc | 511 | $271.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 508 | $270.1K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 506 | $269.0K | 0.00% | +25+5.2% | Added |
| Leonteq Securities AG | 504 | $267.9K | 0.03% | +98+24.1% | Added |
| Founders Financial Securities LLC | 493 | $262.1K | 0.02% | +9+1.9% | Added |
| Horizon Investments, LLC | 493 | $262.1K | 0.01% | +9+1.9% | Added |
| Accredited Investors Inc. | 473 | $251.4K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 468 | $249.0K | 0.04% | +2+0.4% | Added |
| GTS Securities LLC | 465 | $247.2K | 0.00% | −8,275−94.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 465 | $247.2K | 0.03% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 460 | $244.5K | 0.07% | −40−8.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 453 | $240.8K | 0.01% | +453 | New |
| Moody Lynn & Lieberson, LLC | 452 | $240.3K | 0.01% | +101+28.8% | Added |
| International Assets Investment Management, LLC | 126,521 | $238.0K | 0.00% | +126,462+214,342.4% | Added |
| Plato Investment Management Ltd | 448 | $237.9K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 441 | $234.0K | 0.00% | −16−3.5% | Reduced |
| 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 |
| Fi3 FINANCIAL ADVISORS, LLC | 435 | $231.2K | 0.09% | +435 | New |
| Kestra Investment Management, LLC | 433 | $230.2K | 0.01% | +433 | New |
| iA Global Asset Management Inc. | 419 | $223.0K | 0.00% | +11+2.7% | Added |
| Affinity Capital Advisors, LLC | 416 | $221.1K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 414 | $220.1K | 0.01% | −130−23.9% | Reduced |
| 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 |
| Ariadne Wealth Management, LP | 335 | $215.9K | 0.12% | +335 | New |
| 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 |
| First Affirmative Financial Network | 403 | $214.3K | 0.12% | −65−13.9% | Reduced |
| 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 |
| 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 |
| Aigen Investment Management, LP | 396 | $210.5K | 0.04% | +396 | New |
| 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 |
| EverSource Wealth Advisors, LLC | 391 | $207.7K | 0.01% | −52−11.7% | Reduced |
| Koshinski Asset Management, Inc. | 389 | $206.8K | 0.02% | +8+2.1% | Added |
| Wealth Alliance | 386 | $205.2K | 0.02% | +22+6.0% | Added |
| 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 |
| Wedbush Securities Inc | 380 | $202.0K | 0.01% | −62−14.0% | Reduced |
| Acima Private Wealth, LLC | 366 | $194.6K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 366 | $194.6K | 0.01% | +266+266.0% | Added |
| HHM Wealth Advisors, LLC | 343 | $182.3K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 333 | $177.0K | 0.03% | −26−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 312 | $165.9K | 0.00% | +84+36.8% | Added |
| TFC Financial Management | 294 | $156.3K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 293 | $155.0K | 0.00% | −14−4.6% | Reduced |
| Natixis Investment Managers International | 284 | $151.0K | 0.01% | +55+24.0% | Added |
| Clearstead Advisors, LLC | 277 | $147.3K | 0.00% | −41−12.9% | Reduced |
| Provenance Wealth Advisors, LLC | 276 | $146.7K | 0.02% | +20+7.8% | Added |
| Quent Capital, LLC | 261 | $139.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 242 | $128.6K | 0.00% | −142−37.0% | Reduced |
| Jones Financial Companies LLLP | 214 | $114.7K | 0.00% | +179+511.4% | Added |
| Capital Performance Advisors LLP | 211 | $112.2K | 0.03% | +211 | New |
| LRI Investments, LLC | 157 | $109.1K | 0.01% | −15−8.7% | Reduced |
| Tobam | 204 | $108.0K | 0.02% | +72+54.5% | Added |
| Ancora Advisors, LLC | 202 | $107.1K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $107.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $106.3K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 199 | $105.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 190 | $101.0K | 0.02% | +25+15.2% | Added |
| Salem Investment Counselors Inc | 189 | $100.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 189 | $100.5K | 0.01% | +70+58.8% | Added |
| Mather Group, LLC. | 188 | $99.7K | 0.00% | −68−26.6% | Reduced |
| Harbor Investment Advisory, LLC | 89,561 | $97.5K | 0.01% | −20.0% | Reduced |
| Smartleaf Asset Management LLC | 177 | $94.9K | 0.01% | +87+96.7% | Added |
| Lazard Asset Management LLC | 166 | $88.0K | 0.00% | −424−71.9% | Reduced |
| AdvisorNet Financial, Inc | 164 | $87.2K | 0.01% | +160+4,000.0% | Added |
| Adirondack Trust Co | 160 | $85.1K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 154 | $81.9K | 0.03% | +154 | New |
| Quarry LP | 152 | $80.8K | 0.02% | −96−38.7% | Reduced |
| Eastern Bank | 150 | $79.7K | 0.00% | +150 | New |
| J.Safra Asset Management Corp | 144 | $77.2K | 0.01% | +57+65.5% | Added |
| Truvestments Capital LLC | 143 | $76.0K | 0.02% | +143 | New |
| Ci Investments Inc. | 143 | $76.0K | 0.00% | −2−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 136 | $74.8K | 0.00% | +9+7.1% | Added |
| Proequities, Inc. | 139 | $73.9K | 0.00% | −1−0.7% | Reduced |
| Lindbrook Capital, LLC | 138 | $73.4K | 0.01% | −24−14.8% | Reduced |