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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
Aviva
101
Aviva
United Kingdom
$11.6M
Canada Life
102
Canada Life
Manitoba, Canada
$11.3M
HSBC Holdings
103
HSBC Holdings
United Kingdom
$11.3M
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$10.7M
Cerity Partners
105
Cerity Partners
New York
$10.7M
EGM
106
Engineers Gate Manager
New York
$10.6M
Boston Partners
107
Boston Partners
Massachusetts
$10.4M
PPF
108
PFA Pension Forsikringsaktieselskab
$10.2M
Aberdeen Group
109
Aberdeen Group
United Kingdom
$10.1M
TI
110
Trexquant Investment
Connecticut
$9.91M
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$9.84M
GCM
112
Geneva Capital Management
Wisconsin
$9.05M
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$9.03M
Creative Planning
114
Creative Planning
Kansas
$8.72M
SEI Investments
115
SEI Investments
Pennsylvania
$8.71M
IMPI
116
Ilmarinen Mutual Pension Insurance
Finland
$8.64M
Mariner
117
Mariner
Kansas
$8.64M
Wells Fargo
118
Wells Fargo
California
$8.32M
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.29M
Franklin Resources
120
Franklin Resources
California
$7.85M
DFCM
121
Dark Forest Capital Management
Puerto Rico
$7.81M
Raymond James Financial
122
Raymond James Financial
Florida
$7.71M
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$7.66M
TD Asset Management
124
TD Asset Management
Ontario, Canada
$7.64M
ELI
125
Empire Life Investments
Ontario, Canada
$7.58M