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, Q1 2025
Institutional positions in HubSpot Inc as of Mar 31, 2025. 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
- 805
- +21 vs. Q4 2024
- Shares held
- 48.1M
- +1.37M (+2.9%) vs. Q4 2024
- Total value
- $27.4B
- −$5.11B (−15.7%) vs. Q4 2024
- New holders
- 117
- 352 more added
- Sold out
- 96
- 228 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 379 | $216.5K | 0.07% | +379 | New |
| Affinity Capital Advisors, LLC | 416 | $219.6K | 0.04% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 385 | $219.9K | 0.09% | −3−0.8% | Reduced |
| SageView Advisory Group, LLC | 389 | $222.2K | 0.01% | −91−19.0% | Reduced |
| Wealthspire Advisors, LLC | 390 | $222.8K | 0.00% | +390 | New |
| Wedmont Private Capital | 423 | $223.3K | 0.01% | +423 | New |
| Bellwether Advisors, LLC | 392 | $223.9K | 0.05% | −24−5.8% | Reduced |
| Koshinski Asset Management, Inc. | 395 | $225.7K | 0.02% | −7−1.7% | Reduced |
| Sowell Financial Services LLC | 395 | $225.7K | 0.01% | +395 | New |
| Sivia Capital Partners, LLC | 399 | $227.8K | 0.11% | +399 | New |
| All Terrain Financial Advisors, LLC | 400 | $228.5K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 401 | $229.1K | 0.00% | −5−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 402 | $229.7K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 402 | $229.7K | 0.03% | +35+9.5% | Added |
| Smith, Salley & Associates | 405 | $231.4K | 0.02% | −95−19.0% | Reduced |
| Apollon Wealth Management, LLC | 405 | $231.4K | 0.01% | +20+5.2% | Added |
| Twelve Points Wealth Management LLC | 406 | $231.9K | 0.06% | −56−12.1% | Reduced |
| Sunbelt Securities, Inc. | 408 | $233.1K | 0.02% | −37−8.3% | Reduced |
| QRG Capital Management, Inc. | 410 | $234.2K | 0.00% | −42−9.3% | Reduced |
| Capital Investment Advisory Services, LLC | 410 | $234.2K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 411 | $234.8K | 0.00% | +411 | New |
| Founders Financial Alliance, LLC | 414 | $236.5K | 0.06% | +414 | New |
| Huntleigh Advisors, Inc. | 424 | $242.2K | 0.04% | −5−1.2% | Reduced |
| J.Safra Asset Management Corp | 424 | $242.2K | 0.02% | +176+71.0% | Added |
| Howard Bailey Securities, LLC | 426 | $243.4K | 0.08% | −95−18.2% | Reduced |
| Bridges Investment Management Inc | 426 | $243.4K | 0.00% | +84+24.6% | Added |
| Centurion Wealth Management LLC | 354 | $246.7K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 433 | $247.1K | 0.05% | +82+23.4% | Added |
| Dorsey & Whitney Trust CO LLC | 435 | $248.5K | 0.01% | −24−5.2% | Reduced |
| Spire Wealth Management | 436 | $249.1K | 0.01% | −2,157−83.2% | Reduced |
| Insigneo Advisory Services, LLC | 442 | $252.4K | 0.03% | +109+32.7% | Added |
| Crossmark Global Holdings, Inc. | 444 | $253.7K | 0.00% | +133+42.8% | Added |
| Fifth Third Wealth Advisors LLC | 446 | $254.8K | 0.01% | +42+10.4% | Added |
| Welch & Forbes LLC | 456 | $260.5K | 0.00% | −25−5.2% | Reduced |
| GTS Securities LLC | 457 | $261.1K | 0.01% | +123+36.8% | Added |
| DRW Securities, LLC | 460 | $262.8K | 0.02% | +460 | New |
| Fortis Group Advisors, LLC | 463 | $264.5K | 0.05% | −896−65.9% | Reduced |
| Maven Securities LTD | 463 | $264.5K | 0.06% | −278−37.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 464 | $265.1K | 0.04% | −45−8.8% | Reduced |
| Quadrant Capital Group LLC | 464 | $265.1K | 0.01% | +344+286.7% | Added |
| Global Strategic Investment Solutions, LLC | 465 | $265.6K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 470 | $269.0K | 0.04% | 00.0% | Unchanged |
| TFB Advisors LLC | 476 | $271.9K | 0.08% | +476 | New |
| Rappaport Reiches Capital Management, LLC | 479 | $273.6K | 0.07% | +8+1.7% | Added |
| Cannon Advisors, Inc. | 480 | $274.2K | 0.25% | −54−10.1% | Reduced |
| Revolve Wealth Partners, LLC | 481 | $274.8K | 0.04% | +481 | New |
| NorthCrest Asset Manangement, LLC | 488 | $278.5K | 0.01% | +488 | New |
| Jones Financial Companies LLLP | 481 | $280.0K | 0.00% | +179+59.3% | Added |
| Cigna Investments Inc | 492 | $281.0K | 0.05% | −19−3.7% | Reduced |
| Horizon Investments, LLC | 492 | $281.1K | 0.01% | −22−4.3% | Reduced |
| Quest Partners LLC | 493 | $281.6K | 0.03% | −981−66.6% | Reduced |
| Berkshire Asset Management LLC | 433 | $285.9K | 0.01% | −72−14.3% | Reduced |
| Fiduciary Trust Co | 503 | $287.1K | 0.00% | +1+0.2% | Added |
| J. Safra Sarasin Holding AG | 506 | $289.1K | 0.01% | −149−22.7% | Reduced |
| Hilltop Holdings Inc. | 509 | $290.8K | 0.02% | +84+19.8% | Added |
| Icon Wealth Advisors, LLC | 514 | $293.6K | 0.02% | −107−17.2% | Reduced |
| Benedict Financial Advisors Inc | 515 | $294.2K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 521 | $297.6K | 0.00% | −42−7.5% | Reduced |
| Stevens Capital Management LP | 521 | $298.0K | 0.07% | +521 | New |
| Compass Capital Corp | 548 | $308.3K | 0.16% | +156+39.8% | Added |
| AMJ Financial Wealth Management | 543 | $310.2K | 0.09% | +543 | New |
| Golden State Equity Partners | 545 | $311.4K | 0.06% | +7+1.3% | Added |
| Harbour Investments, Inc. | 548 | $313.1K | 0.01% | −49−8.2% | Reduced |
| Banque Pictet & Cie SA | 548 | $313.1K | 0.00% | +548 | New |
| Harvest Fund Management Co., Ltd | 551 | $314.0K | 0.02% | −1,313−70.4% | Reduced |
| Siemens Fonds Invest GmbH | 551 | $314.8K | 0.02% | +39+7.6% | Added |
| Graham Capital Management, L.P. | 554 | $316.5K | 0.01% | +554 | New |
| New England Research & Management, Inc. | 560 | $320.0K | 0.16% | +560 | New |
| Founders Financial Securities LLC | 523 | $320.3K | 0.03% | +8+1.6% | Added |
| First Horizon Advisors, Inc. | 570 | $325.6K | 0.01% | −68−10.7% | Reduced |
| David Loasby | 628 | $325.9K | 0.03% | +628 | New |
| Plato Investment Management Ltd | 572 | $330.3K | 0.03% | +124+27.7% | Added |
| Fullerton Fund Management Co Ltd. | 579 | $330.8K | 0.02% | +579 | New |
| Winthrop Advisory Group LLC | 582 | $332.5K | 0.04% | −25−4.1% | Reduced |
| Kaufman Rossin Wealth, LLC | 583 | $333.1K | 0.24% | +583 | New |
| Ballentine Partners, LLC | 584 | $333.6K | 0.01% | +20+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 597 | $341.1K | 0.10% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 602 | $343.9K | 0.36% | +602 | New |
| Accredited Investors Inc. | 610 | $348.5K | 0.02% | +12+2.0% | Added |
| Menard Financial Group LLC | 563 | $355.9K | 0.23% | −17−2.9% | Reduced |
| Banco BTG Pactual S.A. | 630 | $359.9K | 0.09% | −370−37.0% | Reduced |
| Baldwin Brothers Inc | 643 | $367.3K | 0.03% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 647 | $369.6K | 0.13% | −31−4.6% | Reduced |
| Yousif Capital Management, LLC | 662 | $378.2K | 0.00% | +19+3.0% | Added |
| Skopos Labs, Inc. | 671 | $383.3K | 0.08% | +514+327.4% | Added |
| Reuter James Wealth Management, LLC | 676 | $386.2K | 0.07% | −44−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 693 | $395.9K | 0.01% | +90+14.9% | Added |
| Arcadia Investment Management Corp | 700 | $399.9K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 704 | $402.2K | 0.01% | −74−9.5% | Reduced |
| Emerald Advisers, LLC | 707 | $403.9K | 0.02% | +110+18.4% | Added |
| Parallel Advisors, LLC | 710 | $405.6K | 0.01% | +19+2.7% | Added |
| Prosperity Financial Group, Inc. | 711 | $406.2K | 0.20% | −1−0.1% | Reduced |
| Fox Run Management, L.L.C. | 714 | $407.9K | 0.06% | +714 | New |
| J.W. Cole Advisors, Inc. | 719 | $410.8K | 0.01% | +15+2.1% | Added |
| Kestra Advisory Services, LLC | 724 | $413.6K | 0.00% | +40+5.8% | Added |
| Alta Wealth Advisors LLC | 730 | $417.0K | 0.19% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 732 | $418.2K | 0.03% | +145+24.7% | Added |
| Snowden Capital Advisors LLC | 735 | $419.9K | 0.01% | −1,099−59.9% | Reduced |
| Sovereign's Capital Management, LLC | 747 | $426.8K | 0.25% | −1,010−57.5% | Reduced |
| Wrapmanager Inc | 749 | $427.9K | 0.11% | −129−14.7% | Reduced |