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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 133 | $70.7K | 0.00% | +133 | New |
| Quadrant Capital Group LLC | 131 | $69.6K | 0.00% | −8−5.8% | Reduced |
| Allworth Financial LP | 130 | $69.0K | 0.00% | +5+4.0% | Added |
| Hantz Financial Services, Inc. | 123 | $65.0K | 0.00% | −1,421−92.0% | Reduced |
| Global Retirement Partners, LLC | 121 | $64.3K | 0.00% | +56+86.2% | Added |
| Hazlett, Burt & Watson, Inc. | 120 | $64.0K | 0.03% | −33−21.6% | Reduced |
| Asset Dedication, LLC | 118 | $62.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $62.2K | 0.02% | +117 | New |
| Covestor Ltd | 117 | $62.0K | 0.04% | −30−20.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 115 | $61.1K | 0.00% | −18−13.5% | Reduced |
| CVA Family Office, LLC | 105 | $55.8K | 0.01% | +1+1.0% | Added |
| Montag A & Associates Inc | 103 | $54.8K | 0.00% | +100+3,333.3% | Added |
| 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 |
| Principal Securities, Inc. | 99 | $52.6K | 0.00% | −42−29.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 93 | $49.4K | 0.00% | −16−14.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 82 | $43.6K | 0.00% | +36+78.3% | Added |
| Planning Capital Management Corp | 77 | $40.9K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 73 | $39.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $38.8K | 0.01% | +50+217.4% | Added |
| Sandy Spring Bank | 70 | $37.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 68 | $36.1K | 0.00% | +18+36.0% | Added |
| PFS Partners, LLC | 61 | $32.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 56 | $29.8K | 0.00% | −11−16.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 55 | $29.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $26.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 49 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $25.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 47 | $25.0K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 45 | $23.9K | 0.00% | −2−4.3% | Reduced |
| Riverview Trust Co | 44 | $23.4K | 0.02% | +1+2.3% | Added |
| Colonial Trust Advisors | 41 | $21.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $21.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $21.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 39 | $20.7K | 0.00% | +36+1,200.0% | Added |
| SRS Capital Advisors, Inc. | 38 | $20.2K | 0.00% | +5+15.2% | Added |
| Birchbrook, Inc. | 35 | $18.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 31 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $15.0K | 0.00% | −823−96.6% | Reduced |
| Fortitude Family Office, LLC | 28 | $14.9K | 0.01% | +1+3.7% | Added |
| Colonial Trust Co | 27 | $14.6K | 0.00% | −2−6.9% | Reduced |
| Tower View Investment Management & Research LLC | 27 | $14.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $14.4K | 0.01% | +1+3.8% | Added |
| Rakuten Securities, Inc. | 27 | $14.4K | 0.01% | −4−12.9% | Reduced |
| GW&K Investment Management, LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $13.8K | 0.00% | −2−7.1% | Reduced |
| Private Trust Co NA | 26 | $13.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $13.3K | 0.01% | +25 | New |
| Coppell Advisory Solutions LLC | 24 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $11.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $10.1K | 0.00% | +17+850.0% | Added |
| Beacon Capital Management, LLC | 19 | $10.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $9.57K | 0.00% | −7−28.0% | Reduced |
| Grove Bank & Trust | 17 | $9.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $9.00K | 0.00% | −1−5.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $8.53K | 0.00% | −1−5.9% | Reduced |
| BFSG, LLC | 16 | $8.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $8.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $8.51K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 16 | $8.51K | 0.00% | +1+6.7% | Added |
| Jaffetilchin Investment Partners, LLC | 16 | $8.51K | 0.00% | +16 | New |
| Carmichael Hill & Associates, Inc. | 15 | $7.97K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 15 | $7.97K | 0.00% | +15 | New |
| GHP Investment Advisors, Inc. | 13 | $6.91K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $6.91K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 13 | $6.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $6.76K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 12 | $6.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $6.27K | 0.00% | −11−55.0% | Reduced |
| Capital Analysts, LLC | 12 | $6.00K | 0.00% | +11+1,100.0% | Added |
| Venturi Wealth Management, LLC | 11 | $5.85K | 0.00% | −9−45.0% | Reduced |
| Sound Income Strategies, LLC | 11 | $5.85K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $5.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $5.85K | 0.00% | −2−15.4% | Reduced |
| Ashton Thomas Securities, LLC | 11 | $5.85K | 0.00% | +11 | New |
| Caitlin John, LLC | 8 | $5.60K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $5.32K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.32K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $5.32K | 0.00% | +10 | New |
| Ogorek Anthony Joseph | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $5.00K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 8 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $4.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 8 | $4.25K | 0.00% | +8 | New |
| NBC Securities, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $3.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $3.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $3.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $3.19K | 0.00% | −19−76.0% | Reduced |
| Park Place Capital Corp | 6 | $3.19K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.66K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $2.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $2.66K | 0.00% | 00.0% | Unchanged |