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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.03B +$23.5M +39,098 +0.8%
BlackRock
2
BlackRock
New York
$2.32B -$58.8M -97,811 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.1B +$85.2M +141,716 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.67B +$88.6M +147,400 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.21B +$106M +176,336 +10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.08B -$87.1M -144,858 -8%
Jennison Associates
7
Jennison Associates
New York
$988M +$363M +604,554 +62%
Franklin Resources
8
Franklin Resources
California
$853M +$152M +252,886 +23%
ClearBridge Investments
9
ClearBridge Investments
New York
$794M -$19.6M -32,536 -3%
DCP
10
Durable Capital Partners
Maryland
$684M -$20.3M -33,751 -3%
State Street
11
State Street
Massachusetts
$648M +$9.03M +15,019 +1%
Invesco
12
Invesco
Georgia
$550M +$16.6M +27,671 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$476M +$18.3M +30,430 +4%
Goldman Sachs
14
Goldman Sachs
New York
$454M +$45.1M +75,085 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$435M -$46M -76,563 -10%
ACA
16
Abdiel Capital Advisors
New York
$389M -$126M -209,940 -25%
Artisan Partners
17
Artisan Partners
Wisconsin
$377M -$35M -58,267 -9%
Norges Bank
18
Norges Bank
Norway
$356M +$19.5M +32,476 +6%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$327M -$1.86M -3,088 -0.6%
SM
20
SCGE Management
California
$303M
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$301M +$17.7M +29,470 +7%
Capital Research Global Investors
22
Capital Research Global Investors
California
$283M +$2.55M +4,242 +0.9%
UBS AM
23
UBS AM
Illinois
$272M +$11.9M +19,846 +5%
AM
24
AGF Management
Ontario, Canada
$255M +$38.1M +63,453 +18%
Citadel Advisors
25
Citadel Advisors
Florida
$245M +$50.6M +84,264 +28%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.