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HubSpot
HUBS

724 hedge funds and large institutions have $24.5B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 275 increasing their positions, 257 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 257

0.19% less ownership

Funds ownership: 90.07% → 89.88% (-0.19%)

9% less funds holding

Funds holding: 799 → 724 (-75)

9% less capital invested

Capital invested by funds: $27B → $24.5B (-$2.55B)

32% less call options, than puts

Call options by funds: $357M | Put options by funds: $526M

46% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 142

52% less funds holding in top 10

Funds holding in top 10: 23 → 11 (-12)

Holders
724
Holders Change
-75
Holders Change %
-9.39%
% of All Funds
10.4%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
76
Increased
275
Reduced
257
Closed
142
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$241M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$175M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
5
DCP
Durable Capital Partners
Maryland
+$101M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$250M
2
Jennison Associates
Jennison Associates
New York
-$241M
3
Millennium Management
Millennium Management
New York
-$203M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.69B +$54.9M +109,409 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.31B +$1.32B +2,631,790 +154%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.01B +$169M +337,208 +10%
BlackRock
4
BlackRock
New York
$1.81B -$45M -89,684 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.5B +$34.4M +68,498 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$745M +$241M +480,796 +52%
ClearBridge Investments
7
ClearBridge Investments
New York
$598M -$39.7M -79,083 -7%
State Street
8
State Street
Massachusetts
$577M +$10.3M +20,519 +2%
DCP
9
Durable Capital Partners
Maryland
$542M +$101M +200,951 +25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$435M +$10M +19,974 +2%
Franklin Resources
11
Franklin Resources
California
$433M -$250M -496,822 -39%
Invesco
12
Invesco
Georgia
$358M +$24.5M +48,863 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$345M +$20.3M +40,479 +7%
Goldman Sachs
14
Goldman Sachs
New York
$333M -$41.6M -82,788 -12%
Norges Bank
15
Norges Bank
Norway
$321M -$18M -35,908 -6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$304M +$43.5M +86,688 +18%
UBS AM
17
UBS AM
Illinois
$280M +$20.2M +40,138 +8%
ACA
18
Abdiel Capital Advisors
New York
$269M -$47.2M -94,078 -16%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$241M +$175M +348,414 +329%
Artisan Partners
20
Artisan Partners
Wisconsin
$227M -$117M -232,965 -35%
AM
21
AGF Management
Ontario, Canada
$220M +$3.58M +7,122 +2%
Marshall Wace
22
Marshall Wace
United Kingdom
$214M +$80.4M +160,186 +66%
Amundi
23
Amundi
France
$212M -$56.5M -112,490 -22%
Bank of America
24
Bank of America
North Carolina
$196M +$6.34M +12,625 +4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$194M -$48.6M -96,803 -21%
1
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HUBS Hedge Fund Activity: Q3 2024 in Review

724 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2024, worth a combined $24.5B — down 9.4% from $27B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of HUBS and 76 opened new positions — a net loss of 66 holders — while 257 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.32B. The largest seller was Franklin Resources, cutting an estimated $250M.

  • 724 institutional investors held HubSpot (HUBS) as of Q3 2024, down from 799 in Q2 2024.
  • Funds reported $24.5B of HubSpot stock for Q3 2024, down 9.4% quarter-over-quarter.
  • 76 funds opened new HubSpot positions in Q3 2024 and 142 closed out, a net change of -66 holders.
  • The largest HubSpot buyer in Q3 2024 was T. Rowe Price Associates, an estimated $1.32B added.
  • The largest HubSpot seller in Q3 2024 was Franklin Resources, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2024.