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Disclosery

HUBS HUBSPOT INC

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STOK (common), issuer CIK 1404655

786 managers (800 13F filers) reported a position in HUBS shares at 2024-12-31, 46,983,760 shares in all. 104 filers opened a position and 66 filers sold out during the quarter.

Managers
786
13F filers
800
New
104
Added
287
Reduced
259
Sold out
66
Shares held by filers
46,983,760

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP302$210K<0.01%+8813F-HRTimelineGroup
GRIES FINANCIAL LLC301$210K0.04%new13F-HRTimeline
Private Wealth Partners, LLC300$209K0.02%new13F-HRTimeline
Callan Family Office, LLC300$209K0.01%new13F-HRTimeline
Graypoint LLC298$208K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…297$207K0.01%-9413F-HRTimelineGroup
TrinityPoint Wealth, LLC296$206K0.03%new13F-HRTimeline
Mutual Advisors, LLC287$206K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.294$205K0.03%new13F-HRTimeline
TFC Financial Management, Inc.294$205K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC292$203K0.01%new13F-HRTimeline
Clearstead Advisors, LLC276$192K<0.01%-113F-HRTimeline
Provenance Wealth Advisors, LLC276$192K0.02%013F-HRTimeline
Smartleaf Asset Management LLC270$189K0.02%+9313F-HRTimeline
iA Global Asset Management Inc.270$188K<0.01%-14913F-HRTimeline
SBI Securities Co., Ltd.265$185K0.01%13F-HRTimeline
Quent Capital, LLC259$180K0.02%-213F-HRTimeline
MATHER GROUP, LLC.257$179K<0.01%+6913F-HRTimeline
Farther Finance Advisors, LLC255$178K0.01%+1313F-HRTimeline
R Squared Ltd250$174K0.17%13F-HRTimeline
J.Safra Asset Management Corp248$173K0.01%+10413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.249$173K<0.01%+10613F-HRTimelineGroup
Natixis Investment Managers Internation…246$171K0.01%-3813F-HRTimeline
Headlands Technologies LLC229$160K0.02%new13F-HRTimeline
GAMMA Investing LLC221$154K0.01%+3213F-HRTimeline
OARSMAN CAPITAL, INC.213$148K0.03%-12013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC205$142K<0.01%+313F-HRTimelineGroup
Bayforest Capital Ltd203$141K0.18%13F-HRTimeline
CKW FINANCIAL GROUP203$141K0.02%013F-HRTimeline
Acropolis Investment Management, LLC199$139K0.01%013F-HRTimeline
Covestor Ltd194$135K0.08%+7713F-HRTimeline
Ramirez Asset Management, Inc.190$132K0.03%013F-HRTimeline
Aventura Private Wealth, LLC190$132K0.07%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC189$132K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc175$122K0.01%+1113F-HRTimeline
Caitong International Asset Management …175$122K0.12%13F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC172$119K<0.01%+613F-HRTimelineGroup
ADIRONDACK TRUST CO160$111K0.04%013F-HRTimeline
Global Retirement Partners, LLC157$109K<0.01%+3613F-HRTimeline
Brooklyn Investment Group157$109K0.03%+313F-HRTimeline
TD Waterhouse Canada Inc.157$109K<0.01%+2113F-HRTimeline
LRI Investments, LLC157$109K0.01%013F-HRTimeline
Allworth Financial LP149$109K<0.01%+1913F-HRTimeline
MAI Capital Management150$105K<0.01%new13F-HRTimeline
EASTERN BANK150$105K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…143$104K0.01%+413F-HRTimeline
Northwest & Ethical Investments L.P.150$104K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC145$101K0.01%+713F-HRTimeline
GeoWealth Management, LLC141$98.2K<0.01%+813F-HRTimeline
True Wealth Design, LLC127$88.5K0.03%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.124$87K0.04%+413F-HRTimeline
Leonteq Securities AG124$86.4K0.01%-38013F-HRTimeline
QUADRANT CAPITAL GROUP LLC120$83.6K0.01%-1113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$83.6K0.03%+7013F-HRTimeline
Asset Dedication, LLC118$82.2K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P117$82K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC116$80.8K0.01%+1113F-HRTimeline
Truvestments Capital LLC110$76.6K0.02%-3313F-HRTimeline
MONTAG A & ASSOCIATES INC104$72.1K<0.01%+113F-HRTimeline
Manchester Capital Management LLC103$71.8K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.96$67K<0.01%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC93$64.8K<0.01%013F-HRTimeline
WPG Advisers, LLC91$63.4K0.06%13F-HRTimeline
Versant Capital Management, Inc83$57.8K0.01%+1013F-HRTimeline
TOBAM79$55K0.02%-12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TrinityBridge Ltd73$51K<0.01%013F-HRTimeline
Friedenthal Financial72$50.2K0.03%new13F-HRTimeline
Sandy Spring Bank70$48.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust67$46.7K0.01%+1113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…64$44.9K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.64$44.6K<0.01%+513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding57$39.8K-11Timeline
CBIZ Investment Advisory Services, LLC57$39.7K<0.01%-2513F-HRTimeline
Crewe Advisors LLC53$36.9K0.01%-5013F-HRTimeline
Murphy & Mullick Capital Management Corp52$36.2K0.03%13F-HRTimeline
AlphaCentric Advisors LLC50$34.8K0.03%-913F-HRTimeline
2UniFi Bank50$34.8K0.02%13F-HRTimeline
Wilmington Savings Fund Society, FSB47$32.7K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd47$32.7K0.01%+3213F-HRTimeline
Coppell Advisory Solutions LLC46$32.2K<0.01%+2213F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$31.4K<0.01%+1913F-HRTimeline
Arax Advisory Partners44$30.7K<0.01%+613F-HRTimeline
Riverview Trust Co44$30.7K0.03%013F-HRTimeline
Bell Investment Advisors, Inc44$30.7K0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$30.7K<0.01%-413F-HRTimeline
Larson Financial Group LLC43$30K<0.01%+2713F-HRTimeline
Hexagon Capital Partners LLC43$30K0.01%+4013F-HRTimeline
MCF Advisors LLC40$27.9K<0.01%013F-HRTimeline
Elequin Capital, LP39$27.2K<0.01%new13F-HRTimeline
Smithfield Trust Co38$26K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …32$22.3K0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC32$22.3K<0.01%13F-HRTimeline
BIRCHBROOK, INC.30$20.9K0.01%-513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…30$20.9K<0.01%013F-HRTimelineGroup
NFSG Corp30$20.9K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA27$18.8K<0.01%+113F-HRTimeline
Tower View Wealth Management LLC27$18.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC27$18.8K0.01%-113F-HRTimeline
Private Wealth Management Group, LLC27$18.8K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26$18.1K<0.01%-1313F-HRTimelineGroup
GW&K Investment Management, LLC26$18K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC25$17.4K0.02%13F-HRTimeline
Global Financial Private Client, LLC25$17.4K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$17.3K0.01%+2013F-HRTimeline
WHITTIER TRUST CO22$15.3K<0.01%new13F-HRTimeline
SRH ADVISORS, LLC21$14.6K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.20$13.9K<0.01%+113F-HRTimeline
Promus Capital, LLC20$13.9K0.01%13F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…19$13.5K<0.01%+313F-HR/ATimeline
Rakuten Securities, Inc.19$13.2K0.01%-813F-HRTimeline
WASHINGTON TRUST Co18$12.5K<0.01%+1313F-HRTimeline
Zions Bancorporation, N.A.18$12.5K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC18$12.5K0.02%13F-HRTimeline
Capital Advisors, Ltd. LLC17$12K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …17$11.8K<0.01%-9813F-HRTimelineGroup
Grove Bank & Trust17$11.8K<0.01%013F-HRTimeline
BFSG, LLC16$11.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners16$11.1K<0.01%013F-HRTimelineGroup
Transce3nd, LLC15$10.5K<0.01%13F-HRTimeline
Beacon Capital Management, LLC14$9.76K<0.01%-513F-HRTimeline
Whipplewood Advisors, LLC14$9.76K0.01%13F-HRTimeline
Cornerstone Planning Group LLC12$9.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.13$9.06K<0.01%013F-HRTimeline
West Branch Capital LLC13$9.06K<0.01%013F-HRTimeline
Hemington Wealth Management13$9K<0.01%+313F-HRTimeline
Tanglewood Legacy Advisors, LLC12$8.36K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11$8K<0.01%-113F-HRTimelineGroup
CENTRAL TRUST Co11$7.67K<0.01%+813F-HRTimeline
Sachetta, LLC11$7.67K<0.01%013F-HRTimeline
Sound Income Strategies, LLC11$7.66K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10$6.97K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$6.97K<0.01%013F-HRTimeline
CoreCap Advisors, LLC10$6.97K<0.01%+913F-HRTimeline
Quarry LP10$6.97K<0.01%-14213F-HRTimeline
Pineridge Advisors LLC10$6.97K<0.01%new13F-HRTimeline
Berbice Capital Management LLC10$6.97K0.01%13F-HRTimeline
Avior Wealth Management, LLC10$6.97K<0.01%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9$6.27K<0.01%-113F-HRTimeline
State of Wyoming9$6.27K<0.01%-713F-HRTimeline
Continuum Advisory, LLC9$6.27K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10$6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.8$5.57K<0.01%013F-HRTimeline
Bogart Wealth, LLC8$5.57K<0.01%013F-HRTimeline
Caitlin John, LLC8$5.57K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7$4.88K<0.01%013F-HRTimeline
Abound Wealth Management7$4.88K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC6$4.18K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC6$4.18K<0.01%new13F-HRTimeline
Park Place Capital Corp6$4.18K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC6$4.18K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC5$3.48K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.5$3.48K<0.01%013F-HRTimeline
Stephens Consulting, LLC5$3.48K<0.01%013F-HRTimeline
Avion Wealth5$3K<0.01%013F-HRTimeline
Blume Capital Management, Inc.4$2.79K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC4$2.79K<0.01%013F-HR/ATimeline
FSA Wealth Management LLC4$2.79K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4$2.79K<0.01%-413F-HRTimeline
WealthCollab, LLC3$2.09K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC3$2.09K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$1.44K<0.01%13F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2$1.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$1.39K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2$1.39K<0.01%new13F-HRTimeline
Key Financial Inc2$1.39K<0.01%013F-HRTimeline
Addison Advisors LLC2$1.39K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$1.39K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$1.39K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC2$1.39K<0.01%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2$1.12K<0.01%-20,11313F-HRTimelineGroup
Riggs Asset Managment Co. Inc.1$700<0.01%013F-HRTimeline
TRUST CO OF VERMONT1$697<0.01%013F-HRTimeline
Pacer Advisors, Inc.1$697<0.01%-113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1$697<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$697<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1$697<0.01%new13F-HRTimeline
Painted Porch Advisors LLC1$697<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1$697<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1$697<0.01%13F-HRTimeline
Clark Wealth Partners1$697<0.01%13F-HRTimeline
WINNACLE WEALTH LLC1$574<0.01%13F-HRTimeline
FNY Investment Advisers, LLC1$00%-81013F-HRTimelineValue filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC1$00%13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Washington Trust Advisors, Inc.0$00%-4113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HARBOR INVESTMENT ADVISORY, LLC89,560$99.3K-113F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

  • JPMORGAN CHASE & CO reported 3,678,005 HUBS shares, 7.3% of the class, as of 2026-09-30, in a 13G filed 2026-10-13. 0000019617-26-000358

    Accepted , ingested

  • BlackRock, Inc. reported 5,198,586 HUBS shares, 10.4% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002012383-26-003332

    Accepted , ingested