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HubSpot

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

11% more funds holding

Funds holding: 575636 (+61)

2.32% less ownership

Funds ownership: 93.37%91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B +$31.3M +85,845 +2%
BlackRock
2
BlackRock
New York
$1.59B +$58.8M +161,045 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.22B +$43.4M +118,824 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.08B -$733M -2,008,147 -44%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.07B +$511M +1,400,860 +127%
Artisan Partners
6
Artisan Partners
Wisconsin
$642M -$62.4M -171,058 -10%
ClearBridge Investments
7
ClearBridge Investments
New York
$624M +$30.5M +83,660 +6%
ACA
8
Abdiel Capital Advisors
New York
$499M +$730K +2,000 +0.2%
DCP
9
Durable Capital Partners
Maryland
$424M +$565K +1,547 +0.2%
State Street
10
State Street
Massachusetts
$416M +$10.5M +28,679 +3%
Invesco
11
Invesco
Georgia
$353M +$197M +540,860 +191%
Franklin Resources
12
Franklin Resources
California
$351M -$19.6M -53,749 -6%
Bank of America
13
Bank of America
North Carolina
$343M +$192M +526,370 +192%
Goldman Sachs
14
Goldman Sachs
New York
$328M -$68.2M -186,908 -20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$283M -$2.88M -7,887 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$276M +$7.42M +20,332 +3%
Capital Research Global Investors
17
Capital Research Global Investors
California
$231M +$197M +538,495 New
Capital World Investors
18
Capital World Investors
California
$228M +$97.8K +268 +0.1%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$222M +$130M +355,638 +218%
Norges Bank
20
Norges Bank
Norway
$207M -$2.44M -6,697 -1%
WRCM
21
Whale Rock Capital Management
Massachusetts
$205M -$45M -123,366 -21%
CCM
22
Cadian Capital Management
New York
$188M -$5.75M -15,753 -3%
PCH
23
Polar Capital Holdings
United Kingdom
$183M -$8.46M -23,186 -5%
SM
24
SCGE Management
California
$172M
UBS AM
25
UBS AM
Illinois
$165M -$7.53M -20,633 -5%

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.