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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
FFO
651
Fortitude Family Office
Arizona
$732
MA
652
Montag & Associates
Georgia
$611
DF
653
DecisionPoint Financial
Arizona
$489
BIM
654
Breakwater Investment Management
Washington
$489
TM
655
Torren Management
California
$488
LI
656
LRI Investments
Florida
$488
NL
657
NVWM LLC
Pennsylvania
$488
FCAS
658
First Command Advisory Services
Texas
$488
CFB
659
Cullen/Frost Bankers
Texas
$488
SEP
660
Signature Equity Partners
Ohio
$488
BFS
661
Bare Financial Services
Pennsylvania
$488
IAAG
662
Innovative Asset Advisors Group
Connecticut
$488
QWM
663
Quaker Wealth Management
New Jersey
$245
CWP
664
Clark Wealth Partners
Illinois
$245
FPF
665
First Pacific Financial
Washington
$245
MB
666
MidFirst Bank
Oklahoma
$244
TWM
667
TopTier Wealth Management
Wisconsin
$244
CIR
668
Clear Investment Research
Georgia
$244
MFP
669
Meramec Financial Planners
Missouri
$230
T. Rowe Price Investment Management
670
T. Rowe Price Investment Management
Maryland
Two Sigma Advisers
671
Two Sigma Advisers
New York
Norges Bank
672
Norges Bank
Norway
TCM
673
TimesSquare Capital Management
New York
NAMI
674
Nomura Asset Management International
Pennsylvania
WRCM
675
Whale Rock Capital Management
Massachusetts