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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 318 | $221.6K | 0.01% | +318 | New |
| RWM Asset Management, LLC | 316 | $220.2K | 0.04% | +316 | New |
| Park Square Financial Group, LLC | 315 | $219.5K | 0.15% | +315 | New |
| Vise Technologies, Inc. | 314 | $218.8K | 0.02% | +314 | New |
| Everhart Financial Group, Inc. | 312 | $217.4K | 0.04% | +312 | New |
| Crossmark Global Holdings, Inc. | 311 | $217.0K | 0.00% | −130−29.5% | Reduced |
| Private Portfolio Partners LLC | 311 | $216.7K | 0.04% | +311 | New |
| American Trust | 310 | $216.0K | 0.02% | +310 | New |
| Miracle Mile Advisors, LLC | 307 | $213.9K | 0.00% | +307 | New |
| Csenge Advisory Group | 307 | $213.9K | 0.01% | +307 | New |
| Bessemer Group Inc | 303 | $211.0K | 0.00% | +10+3.4% | Added |
| Jones Financial Companies LLLP | 302 | $210.4K | 0.00% | +88+41.1% | Added |
| Gries Financial LLC | 301 | $209.7K | 0.04% | +301 | New |
| Private Wealth Partners, LLC | 300 | $209.0K | 0.02% | +300 | New |
| Callan Family Office, LLC | 300 | $209.0K | 0.01% | +300 | New |
| Graypoint LLC | 298 | $207.6K | 0.01% | +298 | New |
| EverSource Wealth Advisors, LLC | 297 | $206.8K | 0.01% | −94−24.0% | Reduced |
| Kestra Investment Management, LLC | 296 | $206.2K | 0.01% | −137−31.6% | Reduced |
| TrinityPoint Wealth, LLC | 296 | $206.2K | 0.03% | +296 | New |
| Mutual Advisors, LLC | 287 | $205.9K | 0.01% | +287 | New |
| TFC Financial Management | 294 | $204.9K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 294 | $204.9K | 0.03% | +294 | New |
| Thoroughbred Financial Services, LLC | 292 | $203.0K | 0.01% | +292 | New |
| Clearstead Advisors, LLC | 276 | $192.3K | 0.00% | −1−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 276 | $192.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 270 | $188.9K | 0.02% | +93+52.5% | Added |
| iA Global Asset Management Inc. | 270 | $188.0K | 0.00% | −149−35.6% | Reduced |
| SBI Securities Co., Ltd. | 265 | $184.6K | 0.01% | +265 | New |
| Quent Capital, LLC | 259 | $180.5K | 0.02% | −2−0.8% | Reduced |
| Mather Group, LLC. | 257 | $179.3K | 0.00% | +69+36.7% | Added |
| Farther Finance Advisors, LLC | 255 | $177.9K | 0.01% | +13+5.4% | Added |
| R Squared Ltd | 250 | $174.2K | 0.17% | +250 | New |
| J.Safra Asset Management Corp | 248 | $173.5K | 0.01% | +104+72.2% | Added |
| Ci Investments Inc. | 249 | $173.0K | 0.00% | +106+74.1% | Added |
| Natixis Investment Managers International | 246 | $171.4K | 0.01% | −38−13.4% | Reduced |
| Headlands Technologies LLC | 229 | $159.6K | 0.02% | +229 | New |
| GAMMA Investing LLC | 221 | $154.0K | 0.01% | +32+16.9% | Added |
| Oarsman Capital, Inc. | 213 | $148.4K | 0.03% | −120−36.0% | Reduced |
| Ancora Advisors, LLC | 205 | $142.5K | 0.00% | +3+1.5% | Added |
| Bayforest Capital Ltd | 203 | $141.4K | 0.18% | +203 | New |
| CKW Financial Group | 203 | $141.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 199 | $138.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 194 | $135.0K | 0.08% | +77+65.8% | Added |
| Ramirez Asset Management, Inc. | 190 | $132.4K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 190 | $132.4K | 0.07% | +190 | New |
| Salem Investment Counselors Inc | 189 | $131.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 172 | $119.0K | 0.00% | +6+3.6% | Added |
| Adirondack Trust Co | 160 | $111.5K | 0.04% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 157 | $109.3K | 0.00% | +21+15.4% | Added |
| LRI Investments, LLC | 157 | $109.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 149 | $108.7K | 0.00% | +19+14.6% | Added |
| MAI Capital Management | 150 | $104.5K | 0.00% | +150 | New |
| Eastern Bank | 150 | $104.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 143 | $104.4K | 0.01% | +4+2.9% | Added |
| Northwest & Ethical Investments L.P. | 150 | $104.4K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 145 | $101.0K | 0.01% | +7+5.1% | Added |
| Harbor Investment Advisory, LLC | 89,560 | $99.3K | 0.01% | −10.0% | Reduced |
| GeoWealth Management, LLC | 141 | $98.2K | 0.00% | +8+6.0% | Added |
| True Wealth Design, LLC | 127 | $88.5K | 0.03% | +10+8.5% | Added |
| Hazlett, Burt & Watson, Inc. | 124 | $87.0K | 0.04% | +4+3.3% | Added |
| Leonteq Securities AG | 124 | $86.4K | 0.01% | −380−75.4% | Reduced |
| Quadrant Capital Group LLC | 120 | $83.6K | 0.01% | −11−8.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $83.6K | 0.03% | +70+140.0% | Added |
| Asset Dedication, LLC | 118 | $82.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 117 | $82.0K | 0.00% | +117 | New |
| 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 |
| Truvestments Capital LLC | 110 | $76.6K | 0.02% | −33−23.1% | Reduced |
| Montag A & Associates Inc | 104 | $72.1K | 0.00% | +1+1.0% | Added |
| Manchester Capital Management LLC | 103 | $71.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 96 | $67.0K | 0.00% | −27−22.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 93 | $64.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $63.4K | 0.06% | +91 | New |
| Versant Capital Management, Inc | 83 | $57.8K | 0.01% | +10+13.7% | Added |
| Tobam | 79 | $55.0K | 0.02% | −125−61.3% | Reduced |
| Close Asset Management Ltd | 73 | $51.0K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 72 | $50.2K | 0.03% | +72 | New |
| Sandy Spring Bank | 70 | $48.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $46.7K | 0.01% | +11+19.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 64 | $44.9K | 0.02% | +64 | New |
| Geneos Wealth Management Inc. | 64 | $44.6K | 0.00% | +5+8.5% | Added |
| Colonial Trust Co | 57 | $39.8K | 0.01% | +30+111.1% | Added |
| CBIZ Investment Advisory Services, LLC | 57 | $39.7K | 0.00% | −25−30.5% | Reduced |
| Crewe Advisors LLC | 53 | $36.9K | 0.01% | −50−48.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 52 | $36.2K | 0.03% | +52 | New |
| AlphaCentric Advisors LLC | 50 | $34.8K | 0.03% | −9−15.3% | Reduced |
| Bank of Jackson Hole Trust | 50 | $34.8K | 0.02% | +50 | New |
| 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 |
| Coppell Advisory Solutions LLC | 46 | $32.2K | 0.00% | +22+91.7% | Added |
| Massmutual Trust Co FSB | 45 | $31.4K | 0.00% | +19+73.1% | Added |
| SRS Capital Advisors, Inc. | 44 | $30.7K | 0.00% | +6+15.8% | Added |
| Bartlett & Co. Wealth Management LLC | 44 | $30.7K | 0.00% | −4−8.3% | Reduced |
| Bell Investment Advisors, Inc | 44 | $30.7K | 0.01% | −1−2.2% | Reduced |
| Riverview Trust Co | 44 | $30.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $30.0K | 0.00% | +27+168.8% | Added |