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, Q4 2024
Institutional positions in HubSpot Inc as of Dec 31, 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
- 798
- +83 vs. Q3 2024
- Shares held
- 47.0M
- +1.07M (+2.3%) vs. Q3 2024
- Total value
- $32.7B
- +$8.36B (+34.4%) vs. Q3 2024
- New holders
- 151
- 287 more added
- Sold out
- 68
- 257 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 44 | $30.7K | 0.01% | −1−2.2% | Reduced |
| Riverview Trust Co | 44 | $30.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $30.7K | 0.00% | +6+15.8% | Added |
| Massmutual Trust Co FSB | 45 | $31.4K | 0.00% | +19+73.1% | Added |
| Coppell Advisory Solutions LLC | 46 | $32.2K | 0.00% | +22+91.7% | Added |
| Bryn Mawr Trust Co | 47 | $32.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 47 | $32.7K | 0.01% | +32+213.3% | Added |
| AlphaCentric Advisors LLC | 50 | $34.8K | 0.03% | −9−15.3% | Reduced |
| Bank of Jackson Hole Trust | 50 | $34.8K | 0.02% | +50 | New |
| Murphy & Mullick Capital Management Corp | 52 | $36.2K | 0.03% | +52 | New |
| Crewe Advisors LLC | 53 | $36.9K | 0.01% | −50−48.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 57 | $39.7K | 0.00% | −25−30.5% | Reduced |
| Colonial Trust Co | 57 | $39.8K | 0.01% | +30+111.1% | Added |
| Geneos Wealth Management Inc. | 64 | $44.6K | 0.00% | +5+8.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 64 | $44.9K | 0.02% | +64 | New |
| Parkside Financial Bank & Trust | 67 | $46.7K | 0.01% | +11+19.6% | Added |
| Sandy Spring Bank | 70 | $48.8K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 72 | $50.2K | 0.03% | +72 | New |
| Close Asset Management Ltd | 73 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 79 | $55.0K | 0.02% | −125−61.3% | Reduced |
| Versant Capital Management, Inc | 83 | $57.8K | 0.01% | +10+13.7% | Added |
| WPG Advisers, LLC | 91 | $63.4K | 0.06% | +91 | New |
| Whittier Trust Co of Nevada Inc | 93 | $64.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 96 | $67.0K | 0.00% | −27−22.0% | Reduced |
| Manchester Capital Management LLC | 103 | $71.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 104 | $72.1K | 0.00% | +1+1.0% | Added |
| Truvestments Capital LLC | 110 | $76.6K | 0.02% | −33−23.1% | Reduced |
| CVA Family Office, LLC | 116 | $80.8K | 0.01% | +11+10.5% | Added |
| Principal Securities, Inc. | 116 | $80.8K | 0.00% | +17+17.2% | Added |
| Loomis Sayles & Co L P | 117 | $82.0K | 0.00% | +117 | New |
| Asset Dedication, LLC | 118 | $82.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $83.6K | 0.03% | +70+140.0% | Added |
| Quadrant Capital Group LLC | 120 | $83.6K | 0.01% | −11−8.4% | Reduced |
| Leonteq Securities AG | 124 | $86.4K | 0.01% | −380−75.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 124 | $87.0K | 0.04% | +4+3.3% | Added |
| True Wealth Design, LLC | 127 | $88.5K | 0.03% | +10+8.5% | Added |
| GeoWealth Management, LLC | 141 | $98.2K | 0.00% | +8+6.0% | Added |
| Harbor Investment Advisory, LLC | 89,560 | $99.3K | 0.01% | −10.0% | Reduced |
| Lindbrook Capital, LLC | 145 | $101.0K | 0.01% | +7+5.1% | Added |
| Northwest & Ethical Investments L.P. | 150 | $104.4K | 0.00% | +150 | New |
| Proequities, Inc. | 143 | $104.4K | 0.01% | +4+2.9% | Added |
| Eastern Bank | 150 | $104.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 150 | $104.5K | 0.00% | +150 | New |
| Allworth Financial LP | 149 | $108.7K | 0.00% | +19+14.6% | Added |
| LRI Investments, LLC | 157 | $109.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 157 | $109.3K | 0.00% | +21+15.4% | Added |
| Skopos Labs, Inc. | 157 | $109.4K | 0.03% | +3+1.9% | Added |
| Global Retirement Partners, LLC | 157 | $109.4K | 0.00% | +36+29.8% | Added |
| Adirondack Trust Co | 160 | $111.5K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 172 | $119.0K | 0.00% | +6+3.6% | Added |
| AdvisorNet Financial, Inc | 175 | $121.9K | 0.01% | +11+6.7% | Added |
| Caitong International Asset Management Co., Ltd | 175 | $121.9K | 0.12% | +175 | New |
| Salem Investment Counselors Inc | 189 | $131.7K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 190 | $132.4K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 190 | $132.4K | 0.07% | +190 | New |
| Covestor Ltd | 194 | $135.0K | 0.08% | +77+65.8% | Added |
| Acropolis Investment Management, LLC | 199 | $138.7K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $141.0K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 203 | $141.4K | 0.18% | +203 | New |
| Ancora Advisors, LLC | 205 | $142.5K | 0.00% | +3+1.5% | Added |
| Oarsman Capital, Inc. | 213 | $148.4K | 0.03% | −120−36.0% | Reduced |
| GAMMA Investing LLC | 221 | $154.0K | 0.01% | +32+16.9% | Added |
| Headlands Technologies LLC | 229 | $159.6K | 0.02% | +229 | New |
| Natixis Investment Managers International | 246 | $171.4K | 0.01% | −38−13.4% | Reduced |
| Ci Investments Inc. | 249 | $173.0K | 0.00% | +106+74.1% | Added |
| J.Safra Asset Management Corp | 248 | $173.5K | 0.01% | +104+72.2% | Added |
| R Squared Ltd | 250 | $174.2K | 0.17% | +250 | New |
| Farther Finance Advisors, LLC | 255 | $177.9K | 0.01% | +13+5.4% | Added |
| Mather Group, LLC. | 257 | $179.3K | 0.00% | +69+36.7% | Added |
| Quent Capital, LLC | 259 | $180.5K | 0.02% | −2−0.8% | Reduced |
| SBI Securities Co., Ltd. | 265 | $184.6K | 0.01% | +265 | New |
| iA Global Asset Management Inc. | 270 | $188.0K | 0.00% | −149−35.6% | Reduced |
| Smartleaf Asset Management LLC | 270 | $188.9K | 0.02% | +93+52.5% | Added |
| Clearstead Advisors, LLC | 276 | $192.3K | 0.00% | −1−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 276 | $192.3K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 292 | $203.0K | 0.01% | +292 | New |
| TFC Financial Management | 294 | $204.9K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 294 | $204.9K | 0.03% | +294 | New |
| Mutual Advisors, LLC | 287 | $205.9K | 0.01% | +287 | New |
| Kestra Investment Management, LLC | 296 | $206.2K | 0.01% | −137−31.6% | Reduced |
| TrinityPoint Wealth, LLC | 296 | $206.2K | 0.03% | +296 | New |
| EverSource Wealth Advisors, LLC | 297 | $206.8K | 0.01% | −94−24.0% | Reduced |
| Graypoint LLC | 298 | $207.6K | 0.01% | +298 | New |
| Private Wealth Partners, LLC | 300 | $209.0K | 0.02% | +300 | New |
| Callan Family Office, LLC | 300 | $209.0K | 0.01% | +300 | New |
| Gries Financial LLC | 301 | $209.7K | 0.04% | +301 | New |
| Jones Financial Companies LLLP | 302 | $210.4K | 0.00% | +88+41.1% | Added |
| Bessemer Group Inc | 303 | $211.0K | 0.00% | +10+3.4% | Added |
| Miracle Mile Advisors, LLC | 307 | $213.9K | 0.00% | +307 | New |
| Csenge Advisory Group | 307 | $213.9K | 0.01% | +307 | New |
| American Trust | 310 | $216.0K | 0.02% | +310 | New |
| Private Portfolio Partners LLC | 311 | $216.7K | 0.04% | +311 | New |
| Crossmark Global Holdings, Inc. | 311 | $217.0K | 0.00% | −130−29.5% | Reduced |
| Everhart Financial Group, Inc. | 312 | $217.4K | 0.04% | +312 | New |
| Vise Technologies, Inc. | 314 | $218.8K | 0.02% | +314 | New |
| Park Square Financial Group, LLC | 315 | $219.5K | 0.15% | +315 | New |
| RWM Asset Management, LLC | 316 | $220.2K | 0.04% | +316 | New |
| Evergreen Capital Management LLC | 318 | $221.6K | 0.01% | +318 | New |
| Pensionmark Financial Group, LLC | 324 | $225.8K | 0.01% | +324 | New |
| Avestar Capital, LLC | 325 | $226.4K | 0.02% | +325 | New |