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HubSpot

567 hedge funds and large institutions have $12B invested in HubSpot in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 184 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

21% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 184

1.01% more ownership

Funds ownership: 91.99%93% (+1%)

3% less funds holding

Funds holding: 584567 (-17)

8% less capital invested

Capital invested by funds: $13.1B → $12B (-$1.1B)

13% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 80

21% less call options, than puts

Call options by funds: $202M | Put options by funds: $255M

Holders
567
Holders Change
-17
Holders Change %
-2.91%
% of All Funds
9.77%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
70
Increased
222
Reduced
184
Closed
80
Calls
$202M
Puts
$255M
Net Calls
-$53.2M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.4B -$22.9M -72,222 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16B +$29.5M +92,964 +2%
BlackRock
3
BlackRock
New York
$834M -$230M -724,346 -19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$698M +$178M +559,024 +28%
Artisan Partners
5
Artisan Partners
Wisconsin
$448M -$60.6M -190,962 -10%
ClearBridge Investments
6
ClearBridge Investments
New York
$378M +$24.2M +76,216 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$346M -$60.7M -191,012 -13%
Capital World Investors
8
Capital World Investors
California
$304M -$69.2M -217,896 -16%
Franklin Resources
9
Franklin Resources
California
$260M -$53.2M -167,566 -15%
State Street
10
State Street
Massachusetts
$256M +$1.55M +4,872 +0.5%
DCP
11
Durable Capital Partners
Maryland
$248M +$47.2M +148,657 +19%
Goldman Sachs
12
Goldman Sachs
New York
$238M +$28M +88,144 +11%
ACA
13
Abdiel Capital Advisors
New York
$220M +$259M +814,604 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$189M +$10.7M +33,691 +5%
Jennison Associates
15
Jennison Associates
New York
$171M -$114M -359,458 -36%
Tiger Global Management
16
Tiger Global Management
New York
$161M +$189M +594,290 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$160M +$9.87M +31,088 +6%
SM
18
SCGE Management
California
$157M -$155M -486,547 -46%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$148M -$4.58M -14,424 -3%
Norges Bank
20
Norges Bank
Norway
$120M +$40.7M +128,169 +40%
NPCM
21
North Peak Capital Management
New York
$118M +$20.2M +63,721 +17%
UBS AM
22
UBS AM
Illinois
$113M -$16.1M -50,807 -11%
WRCM
23
Whale Rock Capital Management
Massachusetts
$106M +$27.7M +87,172 +29%
Marshall Wace
24
Marshall Wace
United Kingdom
$102M +$55.8M +175,641 +88%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$98.5M -$9.84M -30,998 -8%

HUBS Hedge Fund Activity: Q3 2022 in Review

567 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2022, worth a combined $12B — down 8.4% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of HUBS and 70 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 222 added.

The largest buyer was Abdiel Capital Advisors, opening a new position worth an estimated $259M. The largest seller was BlackRock, cutting an estimated $230M.

  • 567 institutional investors held HubSpot (HUBS) as of Q3 2022, down from 584 in Q2 2022.
  • Funds reported $12B of HubSpot stock for Q3 2022, down 8.4% quarter-over-quarter.
  • 70 funds opened new HubSpot positions in Q3 2022 and 80 closed out, a net change of -10 holders.
  • The largest HubSpot buyer in Q3 2022 was Abdiel Capital Advisors, an estimated $259M added.
  • The largest HubSpot seller in Q3 2022 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.