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HubSpot

669 hedge funds and large institutions have $12B invested in HubSpot in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 287 increasing their positions, 177 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

31% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 172

37% less capital invested

Capital invested by funds: $18.9B → $12B (-$6.9B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$268M
Puts
$234M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
601
Rossby Financial
Florida
$4.61K
GBT
602
Grove Bank & Trust
Florida
$4.15K
EPAM
603
Evelyn Partners Asset Management
$3.91K
TPWA
604
Twin Peaks Wealth Advisors
California
$3.91K
BWL
605
Bogart Wealth LLC
Virginia
$3.66K
GIA
606
GHP Investment Advisors
Colorado
$3.17K
TCM
607
Triumph Capital Management
Colorado
$3.17K
GKIM
608
GW&K Investment Management
Massachusetts
$3K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$2.94K
SWM
610
Spire Wealth Management
Virginia
$2.93K
CPG
611
Cornerstone Planning Group
New Jersey
$2.71K
W
612
WealthCollab
Washington
$2.69K
RFP
613
Root Financial Partners
California
$2.69K
AG
614
AmeriFlex Group
Nevada
$2.69K
SIS
615
Sound Income Strategies
Florida
$2.67K
HI
616
Horizon Investments
North Carolina
$2.44K
CA
617
CoreCap Advisors
Michigan
$2.44K
FC
618
Fairscale Capital
New Hampshire
$2.44K
EWM
619
Evolution Wealth Management
Florida
$2.44K
KG
620
Kilter Group
New York
$2.44K
CT
621
Colonial Trust
South Carolina
$2.29K
CWM
622
Copia Wealth Management
Oregon
$2.2K
CCWM
623
Cassaday & Co Wealth Management
Virginia
$2.2K
OAJ
624
Ogorek Anthony Joseph
New York
$2K
CI
625
CX Institutional
Indiana
$2K