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HubSpot

575 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 193

10% more capital invested

Capital invested by funds: $12B → $13.1B (+$1.15B)

1% more funds holding

Funds holding: 567575 (+8)

0.36% more ownership

Funds ownership: 93%93.37% (+0.36%)

27% less call options, than puts

Call options by funds: $262M | Put options by funds: $358M

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
217
Reduced
193
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.31B -$191M -674,399 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$39.2M +138,193 +3%
BlackRock
3
BlackRock
New York
$1.02B +$129M +453,938 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$787M +$38.6M +136,220 +5%
Artisan Partners
5
Artisan Partners
Wisconsin
$483M +$2.8M +9,878 +0.6%
ClearBridge Investments
6
ClearBridge Investments
New York
$396M -$8.29M -29,261 -2%
ACA
7
Abdiel Capital Advisors
New York
$336M +$98.2M +346,272 +43%
JP Morgan Chase
8
JP Morgan Chase
New York
$319M -$50.8M -179,260 -14%
DCP
9
Durable Capital Partners
Maryland
$285M +$19.5M +68,833 +8%
Goldman Sachs
10
Goldman Sachs
New York
$275M +$19.9M +70,225 +8%
State Street
11
State Street
Massachusetts
$272M -$2.49M -8,774 -0.9%
Franklin Resources
12
Franklin Resources
California
$252M -$25.4M -89,683 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$193M -$8.45M -29,809 -4%
Jennison Associates
14
Jennison Associates
New York
$191M +$7.89M +27,844 +4%
Amundi
15
Amundi
France
$181M +$78.4M +276,414 +85%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$180M +$8.49M +29,960 +5%
WRCM
17
Whale Rock Capital Management
Massachusetts
$174M +$59.7M +210,453 +54%
Capital World Investors
18
Capital World Investors
California
$154M -$168M -593,070 -53%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$152M -$5.51M -19,449 -4%
Norges Bank
20
Norges Bank
Norway
$141M +$12.3M +43,222 +10%
CCM
21
Cadian Capital Management
New York
$131M +$50.1M +176,653 +64%
PCH
22
Polar Capital Holdings
United Kingdom
$130M +$2.71M +9,551 +2%
NPCM
23
North Peak Capital Management
New York
$126M
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$119M +$27.1M +95,613 +30%
UBS AM
25
UBS AM
Illinois
$117M -$3.82M -13,467 -3%

HUBS Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2022, worth a combined $13.1B — up 9.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HUBS positions and 66 closed out — a net gain of 16 holders — while 217 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 575 institutional investors held HubSpot (HUBS) as of Q4 2022, up from 567 in Q3 2022.
  • Funds reported $13.1B of HubSpot stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q4 2022 and 66 closed out, a net change of +16 holders.
  • The largest HubSpot buyer in Q4 2022 was BlackRock, an estimated $129M added.
  • The largest HubSpot seller in Q4 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.