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HubSpot

706 hedge funds and large institutions have $26.4B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 224 increasing their positions, 252 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

19% more capital invested

Capital invested by funds: $22.2B → $26.4B (+$4.24B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 678706 (+28)

0.63% more ownership

Funds ownership: 89.95%90.57% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 252

18% less call options, than puts

Call options by funds: $553M | Put options by funds: $676M

Holders
706
Holders Change
+28
Holders Change %
+4.13%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
119
Increased
224
Reduced
252
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78B +$57.7M +119,999 +3%
BlackRock
2
BlackRock
New York
$2.21B +$24.1M +50,051 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86B -$117M -242,355 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.46B -$95.6M -198,616 -7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.09B +$302M +626,977 +50%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.02B -$161M -335,411 -16%
ClearBridge Investments
7
ClearBridge Investments
New York
$754M -$32.4M -67,417 -5%
DCP
8
Durable Capital Partners
Maryland
$653M +$38.5M +80,081 +8%
Franklin Resources
9
Franklin Resources
California
$643M +$40.5M +84,220 +8%
State Street
10
State Street
Massachusetts
$592M +$21M +43,577 +4%
Jennison Associates
11
Jennison Associates
New York
$565M +$87M +180,822 +23%
Invesco
12
Invesco
Georgia
$493M -$30.5M -63,372 -7%
ACA
13
Abdiel Capital Advisors
New York
$483M -$71.3M -148,289 -15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$447M -$13.9M -28,810 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$423M +$17.8M +36,948 +5%
Artisan Partners
16
Artisan Partners
Wisconsin
$384M -$136M -283,146 -30%
Goldman Sachs
17
Goldman Sachs
New York
$377M -$25.7M -53,422 -8%
Morgan Stanley
18
Morgan Stanley
New York
$355M +$89.3M +185,627 +44%
Norges Bank
19
Norges Bank
Norway
$311M +$41.1M +85,469 +19%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$304M +$75.4M +156,746 +43%
SM
21
SCGE Management
California
$281M +$16.8M +35,000 +8%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$262M +$101M +210,138 +87%
Capital Research Global Investors
23
Capital Research Global Investors
California
$260M -$36M -74,890 -14%
WRCM
24
Whale Rock Capital Management
Massachusetts
$244M -$35.4M -73,599 -15%
UBS AM
25
UBS AM
Illinois
$240M +$6.18M +12,837 +3%

HUBS Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2023, worth a combined $26.4B — up 19% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HUBS positions and 81 closed out — a net gain of 38 holders — while 224 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $302M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 706 institutional investors held HubSpot (HUBS) as of Q4 2023, up from 678 in Q3 2023.
  • Funds reported $26.4B of HubSpot stock for Q4 2023, up 19% quarter-over-quarter.
  • 119 funds opened new HubSpot positions in Q4 2023 and 81 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q4 2023 was Wellington Management Group, an estimated $302M added.
  • The largest HubSpot seller in Q4 2023 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.