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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 390 | $222.8K | 0.00% | +390 | New |
| SageView Advisory Group, LLC | 389 | $222.2K | 0.01% | −91−19.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 385 | $219.9K | 0.09% | −3−0.8% | Reduced |
| Affinity Capital Advisors, LLC | 416 | $219.6K | 0.04% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 379 | $216.5K | 0.07% | +379 | New |
| Impact Investors, Inc | 378 | $216.1K | 0.17% | −9−2.3% | Reduced |
| Flaharty Asset Management, LLC | 375 | $214.2K | 0.03% | −25−6.3% | Reduced |
| Everpar Advisors LLC | 370 | $211.4K | 0.11% | −13−3.4% | Reduced |
| Wolff Wiese Magana LLC | 369 | $210.8K | 0.14% | −10−2.6% | Reduced |
| Ariadne Wealth Management, LP | 349 | $210.5K | 0.11% | −9−2.5% | Reduced |
| Interchange Capital Partners, LLC | 368 | $210.2K | 0.06% | +368 | New |
| Acima Private Wealth, LLC | 366 | $209.1K | 0.08% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 365 | $208.5K | 0.21% | −650−64.0% | Reduced |
| ICONIQ Capital, LLC | 365 | $208.5K | 0.00% | +365 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 366 | $208.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 362 | $206.7K | 0.01% | +65+21.9% | Added |
| Huntington National Bank | 361 | $206.2K | 0.00% | −56−13.4% | Reduced |
| Resources Investment Advisors, LLC. | 358 | $204.5K | 0.00% | −238−39.9% | Reduced |
| Greenleaf Trust | 357 | $204.0K | 0.00% | +357 | New |
| Smartleaf Asset Management LLC | 349 | $203.2K | 0.02% | +79+29.3% | Added |
| Resonant Capital Advisors, LLC | 355 | $202.8K | 0.01% | +4+1.1% | Added |
| Warren Averett Asset Management, LLC | 353 | $201.7K | 0.00% | +19+5.7% | Added |
| First Affirmative Financial Network | 353 | $201.7K | 0.12% | −38−9.7% | Reduced |
| Savant Capital, LLC | 353 | $201.4K | 0.00% | −2,308−86.7% | Reduced |
| Atomi Financial Group, Inc. | 352 | $201.1K | 0.01% | +352 | New |
| HHM Wealth Advisors, LLC | 345 | $197.1K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 337 | $192.5K | 0.00% | +61+22.1% | Added |
| Farther Finance Advisors, LLC | 319 | $185.9K | 0.00% | +64+25.1% | Added |
| Bessemer Group Inc | 316 | $181.0K | 0.00% | +13+4.3% | Added |
| GAMMA Investing LLC | 312 | $178.2K | 0.01% | +91+41.2% | Added |
| TFC Financial Management | 294 | $168.0K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 291 | $166.2K | 0.02% | +15+5.4% | Added |
| Mather Group, LLC. | 288 | $164.5K | 0.00% | +31+12.1% | Added |
| Quarry LP | 285 | $162.8K | 0.04% | +275+2,750.0% | Added |
| SBI Securities Co., Ltd. | 279 | $159.4K | 0.01% | +14+5.3% | Added |
| Lazard Asset Management LLC | 272 | $155.0K | 0.00% | +100+58.1% | Added |
| Quent Capital, LLC | 262 | $149.7K | 0.02% | +3+1.2% | Added |
| Morse Asset Management, Inc | 253 | $144.5K | 0.04% | +253 | New |
| Park Square Financial Group, LLC | 250 | $142.8K | 0.11% | −65−20.6% | Reduced |
| Lindbrook Capital, LLC | 240 | $137.1K | 0.01% | +95+65.5% | Added |
| Loomis Sayles & Co L P | 224 | $128.0K | 0.00% | +107+91.5% | Added |
| Ci Investments Inc. | 215 | $123.0K | 0.00% | −34−13.7% | Reduced |
| CKW Financial Group | 203 | $118.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 200 | $114.3K | 0.01% | +1+0.5% | Added |
| Virtus ETF Advisers LLC | 200 | $114.3K | 0.07% | +200 | New |
| Salem Investment Counselors Inc | 192 | $109.7K | 0.00% | +3+1.6% | Added |
| Ramirez Asset Management, Inc. | 190 | $108.5K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 190 | $108.5K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 181 | $103.4K | 0.01% | +6+3.4% | Added |
| Allworth Financial LP | 164 | $98.6K | 0.00% | +15+10.1% | Added |
| Geneos Wealth Management Inc. | 172 | $98.3K | 0.00% | +108+168.8% | Added |
| Harbor Investment Advisory, LLC | 89,560 | $97.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $97.0K | 0.06% | −25−12.9% | Reduced |
| Adirondack Trust Co | 160 | $91.4K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 157 | $89.7K | 0.01% | +130+481.5% | Added |
| LRI Investments, LLC | 157 | $89.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 153 | $87.4K | 0.00% | +109+247.7% | Added |
| MAI Capital Management | 153 | $87.3K | 0.00% | +3+2.0% | Added |
| Eastern Bank | 150 | $85.7K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 150 | $85.7K | 0.02% | +150 | New |
| Principal Securities, Inc. | 116 | $80.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 139 | $79.4K | 0.01% | +56+67.5% | Added |
| GeoWealth Management, LLC | 138 | $78.8K | 0.00% | −3−2.1% | Reduced |
| True Wealth Design, LLC | 128 | $73.1K | 0.03% | +1+0.8% | Added |
| CVA Family Office, LLC | 126 | $72.0K | 0.01% | +10+8.6% | Added |
| TD Waterhouse Canada Inc. | 121 | $70.4K | 0.00% | −36−22.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 124 | $70.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 118 | $67.3K | 0.01% | −6−4.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 108 | $61.7K | 0.05% | −67−38.3% | Reduced |
| Asset Dedication, LLC | 107 | $61.1K | 0.00% | −11−9.3% | Reduced |
| Larson Financial Group LLC | 105 | $60.0K | 0.00% | +62+144.2% | Added |
| WPG Advisers, LLC | 104 | $59.4K | 0.06% | +13+14.3% | Added |
| Montag A & Associates Inc | 104 | $59.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 103 | $58.8K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 100 | $57.1K | 0.00% | +100 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 95 | $54.3K | 0.02% | −25−20.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 89 | $50.8K | 0.00% | −4−4.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 87 | $50.0K | 0.02% | +23+35.9% | Added |
| Cloud Capital Management, LLC | 86 | $49.0K | 0.03% | +86 | New |
| Aster Capital Management (DIFC) Ltd | 65 | $47.1K | 0.01% | +18+38.3% | Added |
| Parkside Financial Bank & Trust | 82 | $46.8K | 0.01% | +15+22.4% | Added |
| S-Bank Fund Management Ltd | 81 | $46.3K | 0.01% | +81 | New |
| GW&K Investment Management, LLC | 79 | $45.0K | 0.00% | +53+203.8% | Added |
| Close Asset Management Ltd | 73 | $42.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $41.1K | 0.01% | +72 | New |
| Sandy Spring Bank | 70 | $40.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 68 | $38.8K | 0.01% | −42−38.2% | Reduced |
| Kestra Investment Management, LLC | 65 | $37.1K | 0.00% | −231−78.0% | Reduced |
| Bank of Jackson Hole Trust | 50 | $36.2K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 62 | $35.4K | 0.00% | −167−72.9% | Reduced |
| N.E.W. Advisory Services LLC | 62 | $35.4K | 0.00% | +62 | New |
| Cullen/Frost Bankers, Inc. | 60 | $34.3K | 0.00% | +34+130.8% | Added |
| Bryn Mawr Trust Co | 56 | $32.0K | 0.00% | +9+19.1% | Added |
| Crewe Advisors LLC | 53 | $30.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 52 | $29.7K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 49 | $28.0K | 0.01% | +49 | New |
| Bell Investment Advisors, Inc | 44 | $25.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $24.6K | 0.02% | −1−2.3% | Reduced |
| Meeder Asset Management Inc | 43 | $24.6K | 0.00% | +13+43.3% | Added |
| MCF Advisors LLC | 40 | $22.9K | 0.00% | 00.0% | Unchanged |