We are live on ! Find out more
HUBS icon

HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$656K -$6.2K -17 -1%
VFA
352
Valeo Financial Advisors
Indiana
$640K +$8.76K +24 +2%
CAN
353
Cetera Advisor Networks
California
$636K +$127K +347 +31%
AAG
354
Armstrong Advisory Group
Massachusetts
$631K +$501K +1,372 +1,372%
US Bancorp
355
US Bancorp
Minnesota
$631K +$38.3K +105 +8%
ESCM
356
Echo Street Capital Management
New York
$625K -$125K -343 -19%
Calamos Advisors
357
Calamos Advisors
Illinois
$608K +$517K +1,418 New
DCM
358
DGS Capital Management
New Jersey
$605K +$2.19K +6 +0.4%
DIM
359
DC Investments Management
Virginia
$600K – – –
LA
360
Legacy Advisors
Pennsylvania
$591K – – –
Verition Fund Management
361
Verition Fund Management
Connecticut
$591K -$96.7K -265 -16%
AM
362
AGF Management
Ontario, Canada
$588K +$501K +1,372 New
PL
363
Perpetual Ltd
Australia
$581K +$495K +1,356 New
William Blair & Company
364
William Blair & Company
Illinois
$572K -$65K -178 -12%
MGP
365
Metis Global Partners
California
$570K +$108K +297 +29%
GW
366
GW & Wade
Massachusetts
$569K -$16.8K -46 -3%
PCM
367
Prelude Capital Management
New York
$563K -$70.8K -194 -13%
TFA
368
Toth Financial Advisory
Virginia
$540K +$456K +1,250 +12,500%
OHWP
369
Oak Harbor Wealth Partners
North Carolina
$535K -$158K -433 -26%
CB
370
Commerce Bank
Missouri
$530K +$66.4K +182 +17%
GPA
371
Guerra Pan Advisors
New Jersey
$527K – – –
AWM
372
Avior Wealth Management
Nebraska
$520K – – –
PCM
373
Penserra Capital Management
California
$508K +$348K +954 +406%
V
374
Veritable
Delaware
$506K +$69.3K +190 +19%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$500K -$9.12K -25 -2%
13 14
15
16 17

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.