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Disclosery

HUBS HUBSPOT INC

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STOK (common), issuer CIK 1404655

665 managers (681 13F filers) reported a position in HUBS shares at 2026-03-31, 49,095,357 shares in all. 103 filers opened a position and 175 filers sold out during the quarter.

Managers
665
13F filers
681
New
103
Added
293
Reduced
177
Sold out
175
Shares held by filers
49,095,357

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Spire Wealth Managementin group Spire Wealth Management12$2.93K<0.01%-913F-HRTimelineGroup
Cornerstone Planning Group LLC11$2.71K<0.01%+813F-HRTimeline
WealthCollab, LLC11$2.69K<0.01%+113F-HRTimeline
Root Financial Partners, LLC11$2.69K<0.01%-8513F-HRTimeline
AMERIFLEX GROUP, INC.11$2.69K<0.01%013F-HRTimeline
Sound Income Strategies, LLC11$2.67K<0.01%013F-HRTimeline
Horizon Investments, LLC10$2.44K<0.01%-42413F-HRTimeline
CoreCap Advisors, LLC10$2.44K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10$2.44K<0.01%new13F-HRTimeline
Fairscale Capital, LLC10$2.44K<0.01%013F-HRTimeline
Kilter Group LLC10$2.44K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors9$2.29K<0.01%-1313F-HRTimelineGroup
Cassaday & Co Wealth Management LLC9$2.2K<0.01%new13F-HRTimeline
Copia Wealth Management9$2.2K<0.01%-1213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10$2K<0.01%013F-HR/ATimeline
CX Institutional7$2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.8$1.95K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$1.95K<0.01%013F-HRTimeline
Abound Wealth Management7$1.71K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC7$1.71K<0.01%+613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6$1.47K<0.01%+413F-HRTimeline
Independence Bank of Kentucky6$1.47K<0.01%013F-HRTimeline
Park Place Capital Corp6$1.47K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc6$1.47K<0.01%new13F-HRTimeline
RMG Wealth Management LLC7$1.34K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5$1.22K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.5$1.22K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC5$1.22K<0.01%013F-HR/ATimeline
SWAN Capital LLC5$1.22K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5$1K<0.01%-313F-HRTimelineGroup
Capital Advisors, Ltd. LLC3$1K<0.01%-2113F-HRTimeline
American Capital Advisory, LLC4$977<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.4$976<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC4$976<0.01%013F-HRTimeline
Strengthening Families & Communities, L…4$976<0.01%new13F-HRTimeline
Aspect Partners, LLC4$976<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.4$976<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC4$976<0.01%-213F-HRTimeline
Hughes Financial Services, LLC4$976<0.01%+313F-HRTimeline
Walsh & Associates, LLC4$976<0.01%013F-HRTimeline
CENTRAL TRUST Co3$733<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$733<0.01%-513F-HRTimeline
FINANCIAL CONSULATE, INC3$733<0.01%new13F-HRTimeline
Fortitude Family Office, LLC3$732<0.01%-213F-HRTimeline
MONTAG A & ASSOCIATES INC3$611<0.01%-22113F-HRTimeline
DecisionPoint Financial, LLC2$489<0.01%013F-HRTimeline
Breakwater Investment Management2$489<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2$488<0.01%013F-HRTimelineGroup
NVWM, LLC2$488<0.01%013F-HRTimeline
First Command Advisory Services, Inc.2$488<0.01%013F-HRTimeline
Bare Financial Services, Inc2$488<0.01%new13F-HRTimeline
LRI Investments, LLC2$488<0.01%-4413F-HRTimeline
Torren Management, LLC2$488<0.01%-10213F-HRTimeline
Signature Equity Partners, LLC2$488<0.01%+113F-HRTimeline
Innovative Asset Advisors Group, LLC2$488<0.01%13F-HRTimeline
Quaker Wealth Management, LLC1$245<0.01%-113F-HRTimeline
First Pacific Financial1$245<0.01%new13F-HRTimeline
Clark Wealth Partners1$245<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1$244<0.01%new13F-HRTimeline
MidFirst Bank1$244<0.01%013F-HRTimeline
TopTier Wealth Management, LLC1$244<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC1$230<0.01%013F-HRTimeline
Pacer Advisors, Inc.1$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline

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