HubSpot
HUBS
679 hedge funds and large institutions have $12B invested in HubSpot in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 293 increasing their positions, 177 reducing their positions, and 174 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 177
14% more call options, than puts
Call options by funds: $268M | Put options by funds: $234M
3.19% more ownership
Funds ownership: 89.9% → 93.09% (+3.2%)
9% less funds holding
Funds holding: 747 → 679 (-68)
32% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 174
37% less capital invested
Capital invested by funds: $18.9B → $12B (-$6.89B)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$320M |
| 2 |
Morgan Stanley
New York
|
+$216M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$197M |
| 4 |
Millennium Management
New York
|
+$128M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$241M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$172M |
| 3 |
ClearBridge Investments
New York
|
-$159M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$108M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$103M |
HUBS Hedge Fund Activity: Q1 2026 in Review
679 of the 8,184 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2026, worth a combined $12B — down 37% from $18.9B a quarter earlier.
Sellers outnumbered buyers: 174 funds closed out of HUBS and 119 opened new positions — a net loss of 55 holders — while 177 trimmed existing stakes and 293 added.
The largest buyer was Two Sigma Investments, adding an estimated $320M. The largest seller was Janus Henderson Group, cutting an estimated $241M.
- 679 institutional investors held HubSpot (HUBS) as of Q1 2026, down from 747 in Q4 2025.
- Funds reported $12B of HubSpot stock for Q1 2026, down 37% quarter-over-quarter.
- 119 funds opened new HubSpot positions in Q1 2026 and 174 closed out, a net change of -55 holders.
- The largest HubSpot buyer in Q1 2026 was Two Sigma Investments, an estimated $320M added.
- The largest HubSpot seller in Q1 2026 was Janus Henderson Group, an estimated $241M sold.
Based on aggregated 13F filings for Q1 2026.