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HubSpot, Inc.

HUBS Technology
$246.29 +$2.19 (0.90%)
Market Cap: $12.99 B
Gurus Holding
4
Popularity Rank
#2525
% of Shares Held
2.39%
Net Activity (Q4 2025)
+$168.22 M

Guru Ownership Trend

Guru Analysis for HubSpot, Inc. (HUBS)

HubSpot, Inc. (HUBS), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $310.15 M.

Top institutional holders include Cliff Asness and Ray Dalio.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $168.22 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 310.0%. Conversely, Jefferies Group reduced exposure by 77.1%.

Key Holders

Top 5 by Value

$477.14 M
$26.34 M
$1.14 M
$727,156

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$274.51 M
Total Buy Value
New Buys 0
Additions 3
-$106.29 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for HubSpot, Inc. (HUBS)

Major holders include Cliff Asness ($477.14 M), Ray Dalio ($26.34 M), Jefferies Group ($1.14 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.26 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $168.22 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited HUBS. The total reported sell value was $106.29 M.

Yes, 0 managers opened new positions in HUBS, and 3 increased their existing holdings. The total reported buy value was $274.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.25% Add 117.6% 1,188,981 $477.14 M Q4 2025
0.10% Add 157.4% 65,639 $26.34 M Q4 2025
0.01% Reduce -77.1% 2,845 $1.14 M Q4 2025
0.00% Add 310.0% 1,812 $727,156 Q4 2025
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