Who holds HUBSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HUBSPOT INC · COM · quarter ended 2026-03-31 · 3 members disclosed HUBS ↗
556
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$9.6B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
328
addsholders whose share count rose or who opened the position (new + add), by shares
155
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of HUBS ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$1.0B4,098,507+262,272add
2VANGUARD PORTFOLIO MANAGEMENT LLC$698M2,861,445no prior
3VANGUARD CAPITAL MANAGEMENT LLC$554M2,271,588no prior
4Pictet Asset Management Holding SA$534M2,188,191+252,604add
5FMR LLC$427M1,748,271−117,636trim
6AQR CAPITAL MANAGEMENT LLC$397M1,628,169+439,188add
7TWO SIGMA INVESTMENTS, LP$328M1,344,621+1,139,685add
8MORGAN STANLEY$309M1,267,287+770,073add
9STATE STREET CORP$305M1,250,224+58,381add
10GEODE CAPITAL MANAGEMENT, LLC$244M1,003,295+31,583add
11Capital World Investors$234M959,849+312,128add
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$221M903,559+703,706add
13MILLENNIUM MANAGEMENT LLC$220M900,179+456,103add
14Amundi$143M586,037+146,871add
15JANE STREET GROUP, LLC$135M554,425+333,588add
16Alyeska Investment Group, L.P.$130M533,340−26,748trim
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$129M527,738−57,800trim
18WELLINGTON MANAGEMENT GROUP LLP$124M508,947−365,954trim
19UBS Group AG$110M450,384+311,978add
20Legal & General Group Plc$104M426,195+14,360add
21NORTHERN TRUST CORP$91.4M374,631+14,469add
22FEDERATED HERMES, INC.$89.4M366,286+152,846add
23Man Group plc$88.2M361,415−174,467trim
24Qube Research & Technologies Ltd$86.5M354,389+39,235add
25EDMOND DE ROTHSCHILD HOLDING S.A.$86.1M352,797+122,786add
26VANGUARD FIDUCIARY TRUST CO$81.1M332,257no prior
27FIRST TRUST ADVISORS LP$77.1M316,015−7,168trim
28Spyglass Capital Management LLC$76.6M313,922+48,993add
29BANK OF AMERICA CORP /DE/$75.7M310,308−24,520trim
30Connor, Clark & Lunn Investment Management Ltd.$74.1M303,713+270,438add
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.5M292,795+31,745add
32SUSQUEHANNA INTERNATIONAL GROUP, LLP$69.6M285,053+156,839add
33WORLDQUANT MILLENNIUM ADVISORS LLC$64.9M265,671+1,319add
34Bank of New York Mellon Corp$62.7M256,964−206,646trim
35WESTFIELD CAPITAL MANAGEMENT CO LP$56.9M232,976−119,178trim
36Atreides Management, LP$56.7M232,115+232,115new
37Squarepoint Ops LLC$55.3M226,586−59,273trim
38MASSACHUSETTS FINANCIAL SERVICES CO /MA/$53.6M219,312+72,433add
39Nuveen, LLC$52.5M215,060−13,019trim
40Fiera Capital Corp$50.6M207,299+8,285add
41AMERICAN CENTURY COMPANIES INC$47.4M194,310−63,037trim
42Invesco Ltd.$45.2M185,365−111,491trim
43ROYAL BANK OF CANADA$43.7M178,912+7,433add
44RENAISSANCE TECHNOLOGIES LLC$41.4M169,740+169,740new
45Robeco Institutional Asset Management B.V.$41.0M168,162+107,128add
46GILDER GAGNON HOWE & CO LLC$39.5M161,818−4,120trim
47BANK OF MONTREAL /CAN/$38.2M156,507+79,076add
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.6M154,098+87,475add
49ADAGE CAPITAL PARTNERS GP, L.L.C.$36.6M150,000+25,000add
50Swiss National Bank$35.6M146,020+8,800add
51Walleye Capital LLC$35.4M144,843+81,770add
52CANADA PENSION PLAN INVESTMENT BOARD$34.7M141,962+40,311add
53RDST Capital LLC$34.5M141,150−16,635trim
54DEUTSCHE BANK AG\$33.4M136,762+9,622add
55ARMISTICE CAPITAL, LLC$31.4M128,583+60,583add
56Ardmore Road Asset Management LP$30.7M125,800+65,409add
57Sumitomo Mitsui Trust Group, Inc.$29.2M119,682−5,206trim
58CITADEL ADVISORS LLC$28.9M118,213−56,247trim
59STATE OF MICHIGAN RETIREMENT SYSTEM$26.0M106,4000no change
60Vinva Investment Management Ltd$24.8M102,570+40,414add
61Quantinno Capital Management LP$24.1M98,749+47,090add
62Assenagon Asset Management S.A.$23.5M96,385+47,786add
63DIMENSIONAL FUND ADVISORS LP$23.3M95,578−20,919trim
64VANGUARD ASSET MANAGEMENT, Ltd$21.2M87,044no prior
65EVENTIDE ASSET MANAGEMENT, LLC$20.2M82,951−6,970trim
66BNP Paribas Asset Management Holding S.A.$19.6M80,300+5,555add
67Jain Global LLC$19.3M79,178−99,687trim
68AMERIPRISE FINANCIAL INC$18.4M75,440+3,034add
69Danica Pension, Livsforsikringsaktieselskab$17.1M70,204−185,719trim
70STIFEL FINANCIAL CORP$17.1M70,023−9,708trim
71VICTORY CAPITAL MANAGEMENT INC$16.6M68,140+2,134add
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.4M67,349−3,414trim
73CIBC Bancorp USA Inc.$16.4M67,276no prior
74Y-Intercept (Hong Kong) Ltd$15.5M63,692+53,358add
75NEW YORK STATE COMMON RETIREMENT FUND$15.4M63,246−400trim
76ALLIANCEBERNSTEIN L.P.$15.2M37,939−383,287trim
77Korea Investment CORP$14.6M59,680+22,360add
78CITIGROUP INC$14.4M58,869−2,661trim
79Quadrature Capital Ltd$13.9M56,974+37,550add
80Verition Fund Management LLC$13.7M56,155+26,088add
81Mitsubishi UFJ Asset Management Co., Ltd.$13.6M55,552+4,988add
82BARCLAYS PLC$12.2M50,068+21,633add
83D. E. Shaw & Co., Inc.$12.2M49,966+18,366add
84IEQ CAPITAL, LLC$11.9M48,794+15,453add
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M48,124−427trim
86AVIVA PLC$11.6M47,431+1,251add
87HSBC HOLDINGS PLC$11.3M46,022−13,394trim
88TORONTO DOMINION BANK$10.7M43,875+35,843add
89Cerity Partners LLC$10.7M43,699+24,856add
90Engineers Gate Manager LP$10.6M43,263+34,098add
91Boston Partners$10.4M42,505+42,505new
92PFA Pension, Forsikringsaktieselskab$10.2M41,776+41,776new
93Aberdeen Group plc$10.1M41,228+3,924add
94Trexquant Investment LP$9.9M40,598+23,362add
95CWM, LLC$9.8M40,320+13,352add
96Ensign Peak Advisors, Inc$9.0M37,002+5,034add
97Creative Planning$8.7M35,706+24,084add
98SEI INVESTMENTS CO$8.7M35,672−7,175trim
99Mariner, LLC$8.6M35,376+13,710add
100WELLS FARGO & COMPANY/MN$8.3M34,098−68,178trim
101Universal- Beteiligungs- und Servicegesellschaft mbH$8.3M33,510−20,605trim
102FRANKLIN RESOURCES INC$7.9M32,169−326,572trim
103RAYMOND JAMES FINANCIAL INC$7.7M31,602−115,318trim
104BANK OF NOVA SCOTIA$7.7M31,368−5,012trim
105TD ASSET MANAGEMENT INC$7.6M31,284−33,529trim
106Empire Life Investments Inc.$7.6M31,223−15,851trim
107ROYAL LONDON ASSET MANAGEMENT LTD$7.6M31,026+5,904add
108Maytus Capital Management, LLC$7.4M30,209+30,209new
109Schonfeld Strategic Advisors LLC$7.4M30,195+17,008add
110OMERS ADMINISTRATION Corp$7.2M29,401+893add
111Ballentine Partners, LLC$7.1M29,060+13,075add
112Groupe la Francaise$7.1M29,004+9,959add
113MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.0M28,694−10,790trim
114DANSKE BANK A/S$6.8M27,822−2,511trim
115Zurcher Kantonalbank (Zurich Cantonalbank)$6.6M27,206+27,206new
116Mitsubishi UFJ Trust & Banking Corp$6.6M27,181+1,813add
117Asset Management One Co., Ltd.$6.5M26,730+4,463add
118LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.4M26,373+26,373new
119Invenomic Capital Management LP$6.4M26,218+26,218new
120Swiss Life Asset Management Ltd$6.4M26,209+18,165add
121Vanguard Global Advisers, LLC$6.3M25,992no prior
122STATE OF WISCONSIN INVESTMENT BOARD$6.3M25,947−865trim
123APG Asset Management N.V.$6.3M29,554−1,020trim
124Gotham Asset Management, LLC$6.2M25,382+23,570add
125Claro Advisors Inc.$6.1M24,928+24,928new
126SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.1M24,906−1,407trim
127Vanguard Investments Australia, Ltd.$6.1M24,792no prior
128NORDEA INVESTMENT MANAGEMENT AB$6.0M24,545+1,253add
129CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.9M24,122+12,393add
130Atom Investors LP$5.9M24,085+18,983add
131Tredje AP-fonden$5.5M22,460+16,230add
132ENVESTNET ASSET MANAGEMENT INC$5.4M22,054−19,636trim
133FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.3M21,542+5,675add
134Curi Capital, LLC$5.0M20,646+9,224add
135Focus Partners Wealth$5.0M20,387+4,606add
136LPL Financial LLC$4.9M20,236−11,324trim
137BW Gestao de Investimentos Ltda.$4.9M20,150+20,150new
138FORA Capital, LLC$4.9M20,085+16,994add
139Candriam S.C.A.$4.8M19,749+2,318add
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.7M21,145+9,406add
141KLP KAPITALFORVALTNING AS$4.7M19,1000no change
142FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.7M19,083+7,230add
143PEAK6 LLC$4.4M17,987+10,235add
144Vident Advisory, LLC$4.2M17,258+4,860add
145State of New Jersey Common Pension Fund D$4.1M16,8830no change
146EXCHANGE TRADED CONCEPTS, LLC$4.1M16,877+2,167add
147NOMURA ASSET MANAGEMENT CO LTD$4.1M16,700−2,878trim
148VOYA INVESTMENT MANAGEMENT LLC$4.0M16,461−60,936trim
149MERCER GLOBAL ADVISORS INC /ADV$4.0M16,315+7,908add
150Lansforsakringar Fondforvaltning AB (publ)$4.0M16,258+417add
151KR Capital LP$4.0M16,255no prior
152XTX Topco Ltd$3.9M16,170+14,233add
153Vanguard Personalized Indexing Management, LLC$3.9M16,008+9,406add
154SEB Asset Management AB$3.9M15,915no prior
155Osmosis Investment Management UK Ltd$3.8M15,532−16,786trim
156Generali Investments Towarzystwo Funduszy Inwestycyjnych$3.6M14,900+3,100add
157PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.6M14,861−477trim
158Brevan Howard Capital Management LP$3.6M14,810+7,724add
159Resona Asset Management Co.,Ltd.$3.6M14,798−808trim
160Daiwa Securities Group Inc.$3.6M14,678+800add
161Eurizon Capital SGR S.p.A.$3.5M14,528+4,432add
162Illinois Municipal Retirement Fund$3.5M14,295+396add
163BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.4M14,115−1,817trim
164Holocene Advisors, LP$3.3M13,646+13,646new
165Arizona State Retirement System$3.3M13,529−221trim
166AXQ CAPITAL, LP$3.1M12,782+12,782new
167COMMONWEALTH EQUITY SERVICES, LLC$3.1M12,599+4,705add
168Federation des caisses Desjardins du Quebec$3.0M12,445+5,603add
169OCCUDO QUANTITATIVE STRATEGIES LP$3.0M13,493+13,493new
170XPONANCE LLC$2.9M12,010+977add
171National Pension Service$2.9M11,863+11,863new
172IFM Investors Pty Ltd$2.9M11,688+352add
173Aware Super Pty Ltd as trustee of Aware Super$2.8M11,523no prior
174Silvant Capital Management LLC$2.8M11,364+404add
175Alphadyne Asset Management LP$2.8M11,361+11,361new
176MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M11,063+7,044add
177Capula Management Ltd$2.7M11,027+11,027new
178DnB Asset Management AS$2.7M10,909+516add
179Allianz Asset Management GmbH$2.5M10,368+9,740add
180USS Investment Management Ltd$2.5M10,364+654add
181Sequoia Financial Advisors, LLC$2.5M10,120+8,784add
182Mediolanum International Funds Ltd$2.4M10,073+1,810add
183Linden Thomas Advisory Services, LLC$2.3M9,316+6,388add
184Oak Thistle LLC$2.2M9,189+9,189new
185BAILARD, INC.$2.2M8,926−893trim
186Walleye Trading LLC$2.1M8,701+8,701new
187SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M8,683+3,621add
188Tejara Capital Ltd$2.1M8,440+8,440new
189Clearbridge Investments, LLC$2.0M8,279−565,372trim
190Utah Retirement Systems$2.0M8,254−138trim
191NICOLET BANKSHARES INC$2.0M8,082+8,082new
192Jefferies Financial Group Inc.$2.0M8,035+5,190add
193OSAIC HOLDINGS, INC.$1.9M7,971+2,953add
194ABN AMRO INVESTMENT SOLUTIONS$1.8M7,408−3,482trim
195MACQUARIE GROUP LTD$1.7M7,127−930trim
196FOX RUN MANAGEMENT, L.L.C.$1.7M7,247+812add
197Summit Trail Advisors, LLC$1.7M7,036+1,902add
198Diversified Trust Co$1.7M7,009+4,080add
199BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M6,859−2,017trim
200OP Asset Management Ltd$1.6M6,693no prior
201Pathstone Holdings, LLC$1.6M6,613+3,779add
202Roundview Capital LLC$1.6M6,596+6,596new
203MML INVESTORS SERVICES, LLC$1.6M6,501−5,583trim
204NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M6,447+59add
205High Net Worth Advisory Group LLC$1.6M6,4200no change
206LAVELLE CAPITAL LP$1.6M6,388no prior
207Investment Management Corp of Ontario$1.5M6,331+831add
208NewEdge Advisors, LLC$1.5M6,215+6,215new
209Cetera Investment Advisers$1.5M6,109+520add
210NANO CAP NEW MILLENNIUM GROWTH FUND L P$1.5M6,000+6,000new
211LGT Group Foundation$1.4M5,915−281trim
212Janus Henderson Group Ltd.$1.4M5,875−857,942trim
213Vontobel Holding Ltd.$1.4M5,838−2,356trim
214OPPENHEIMER ASSET MANAGEMENT INC.$1.4M5,834+718add
215Knollwood Investment Advisory, LLC$1.4M5,8000no change
216BROWN ADVISORY INC$1.4M5,786−12,799trim
217ASSETMARK, INC$1.4M5,688−11,785trim
218MACKENZIE FINANCIAL CORP$1.4M5,637+557add
219Tidal Investments LLC$1.4M5,581+1,223add
220Merit Financial Group, LLC$1.3M5,525+2,890add
221LGT Fund Management Co Ltd.$1.3M5,501+5,501new
222Rockefeller Capital Management L.P.$1.3M5,417+2,794add
223Weiss Asset Management LP$1.3M5,291+5,291new
224Mayflower Financial Advisors, LLC$1.2M5,108+134add
225CREDIT AGRICOLE S A$1.2M5,042+34add
226Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M5,0110no change
227Numerai GP LLC$1.2M4,962+649add
228WBI INVESTMENTS, LLC$1.2M4,934+4,934new
229Swedbank AB$1.2M4,879−9,957trim
230AlphaCore Capital LLC$1.2M4,788+4,280add
231Andra AP-fonden$1.2M4,772−24,120trim
232AZZAD ASSET MANAGEMENT INC /ADV$1.2M4,7540no change
233Corient Private Wealth LLC$1.1M4,660−1,261trim
234Addison Capital Co$1.1M4,548+304add
235Intellectus Partners, LLC$1.1M4,542−35trim
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M4,524+3,330add
237Aristotle Atlantic Partners, LLC$1.1M4,491+528add
238Belpointe Asset Management LLC$1.1M4,367+3,698add
239Fortis Capital Advisors, LLC$1.1M4,367+4,367new
240WCM INVESTMENT MANAGEMENT, LLC$1.1M4,475+2add
241LAZARD ASSET MANAGEMENT LLC$1.1M4,325+4,325new
242QUADRANT CAPITAL GROUP LLC$1.0M4,248+3,811add
243ASR Vermogensbeheer N.V.$987K4,042+68add
244CastleKnight Management LP$976K4,000+4,000new
245Empowered Funds, LLC$961K3,938+3,938new
246Quantum Private Wealth, LLC$961K3,935−75trim
247Avanza Fonder AB$934K3,8270no change
248M&T BANK CORP$917K3,757+1,052add
249HighTower Advisors, LLC$912K3,736−389trim
250FIFTH THIRD BANCORP$892K3,656+2,450add
251Circle Wealth Management, LLC$886K3,629+507add
252PICTON MAHONEY ASSET MANAGEMENT$885K3,625−5,336trim
253INCEPTIONR LLC$875K3,583+1,481add
254GUGGENHEIM CAPITAL LLC$865K3,543+141add
255FACTORY MUTUAL INSURANCE CO$854K3,5000no change
256Woodline Partners LP$844K3,457+1,155add
257TRUIST FINANCIAL CORP$842K3,451−2,853trim
258Blackstone Inc.$810K3,319+3,319new
259Orion Porfolio Solutions, LLC$809K3,313−2,633trim
260AIGEN INVESTMENT MANAGEMENT, LP$806K3,301+3,301new
261STOREBRAND ASSET MANAGEMENT AS$797K3,267no prior
2621776 Wealth LLC$790K3,235+259add
263Bridgefront Capital, LLC$782K3,202+3,202new
264UNITED CAPITAL FINANCIAL ADVISORS, LLC$767K3,143+3,143new
265MetLife Investment Management, LLC$764K3,129−155trim
266COLDSTREAM CAPITAL MANAGEMENT INC$764K3,128+374add
267Focus Partners Advisor Solutions, LLC$763K3,125−930trim
268PRELUDE CAPITAL MANAGEMENT, LLC$758K3,106+3,106new
269Leonteq Securities AG$741K3,034+1,204add
270B. Metzler seel. Sohn & Co. AG$740K3,031−1,365trim
271FORMULA GROWTH LTD$732K3,000+3,000new
272Broderick Brian C$732K3,0000no change
273US BANCORP \DE\$727K2,979+653add
274SAXON INTERESTS, INC.$727K2,977+2,977new
275OFI INVEST ASSET MANAGEMENT$719K3,170−96,452trim
276Prospera Financial Services Inc$719K2,945+2,945new
277MARTINGALE ASSET MANAGEMENT L P$708K2,902+2,902new
278ODDO BHF ASSET MANAGEMENT SAS$704K2,886−18,390trim
279Apollon Wealth Management, LLC$687K2,813+911add
280Tower Research Capital LLC (TRC)$682K2,793+2,717add
281PANAGORA ASSET MANAGEMENT INC$679K2,782−93,499trim
282Atria Investments, Inc$670K2,743+436add
283TOKIO MARINE ASSET MANAGEMENT CO LTD$668K2,736+371add
284HB Wealth Management, LLC$663K2,715+1,547add
285Wealthfront Advisers LLC$662K2,713−89trim
286Headlands Technologies LLC$656K2,688+2,688new
287Magnetar Financial LLC$654K2,679+1,974add
288TWIN FOCUS CAPITAL PARTNERS, LLC$651K2,6660no change
289Sivia Capital Partners, LLC$649K2,658+200add
290Cresset Asset Management, LLC$643K2,636+41add
291Plato Investment Management Ltd$632K2,5870no change
292Family Investment Center, Inc.$610K2,500+2,500new
293Maryland State Retirement & Pension System$603K2,4710no change
294WASHINGTON CAPITAL MANAGEMENT, INC$600K2,460+1,110add
295Blueshift Asset Management, LLC$600K2,456+2,456new
296CIBC Asset Management Inc$596K2,443+135add
297IMC-Chicago, LLC$580K2,378+2,378new
298O'SHAUGHNESSY ASSET MANAGEMENT, LLC$569K2,333−657trim
299Ethic Inc.$569K2,330−1,012trim
300PRINCIPAL FINANCIAL GROUP INC$561K2,297+1,246add
301BOOTHBAY FUND MANAGEMENT, LLC$555K2,272−3,172trim
302Polymer Capital Management (US) LLC$545K2,234−444trim
303EVERGREEN CAPITAL MANAGEMENT LLC$543K2,224+1,115add
304Mirae Asset Global Investments Co., Ltd.$539K2,208−1,533trim
305Chicago Partners Investment Group LLC$537K2,309+917add
306Metis Global Partners, LLC$529K2,167+508add
307E. Ohman J:or Asset Management AB$527K2,1600no change
308Havemeyer Place LP$520K2,129−2,964trim
309SAX WEALTH ADVISORS, LLC$511K1,2730no change
310INTECH INVESTMENT MANAGEMENT LLC$507K2,075+690add
311NorthCrest Asset Manangement, LLC$485K1,982+437add
312EVOLVE PRIVATE WEALTH, LLC$476K1,951−679trim
313Kintegral Advisory, LLC$475K1,944−86trim
314MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$467K1,9120no change
315MAI Capital Management$459K1,879+1,614add
316ALPS ADVISORS INC$456K1,870−2,134trim
317GROUP ONE TRADING LLC$455K1,866+1,259add
318Saudi Central Bank$448K1,837+1,837new
319SIGNATUREFD, LLC$446K1,826+1,022add
320Graham Capital Management, L.P.$445K1,825−366trim
321Bull Harbor Capital LLC$444K1,819no prior
322Brookstone Capital Management$444K1,817+173add
323denkapparat Operations GmbH$439K1,800+1,138add
324Composition Wealth, LLC$439K1,799+1,799new
325Perpetual Ltd$437K1,790−51trim
326KORNITZER CAPITAL MANAGEMENT INC /KS$433K1,775+1,775new
327Snowden Capital Advisors LLC$428K1,754−114trim
328Banque Cantonale Vaudoise$424K1,735+62add
329PROFUND ADVISORS LLC$413K1,693−214trim
330Pallas Capital Advisors LLC$413K1,691−3,114trim
331CHOREO, LLC$411K1,683+766add
332Blue Trust, Inc.$408K1,672+701add
333Rothschild Wealth LLC$405K1,661+951add
334Qsemble Capital Management, LP$404K1,654−1,150trim
335FLAGSHIP HARBOR ADVISORS, LLC$403K1,650+1,650new
336D.A. DAVIDSON & CO.$386K1,580+1,580new
337CAPSTONE INVESTMENT ADVISORS, LLC$384K1,572−2,584trim
338Regal Investment Advisors LLC$382K1,563+259add
339MIRABELLA FINANCIAL SERVICES LLP$380K1,555+1,555new
340Bridgewater Associates, LP$370K1,515−64,124trim
341Kestra Advisory Services, LLC$366K1,498+257add
342North Dakota State Investment Board$363K1,487−303trim
343Ridgewood Investments LLC$360K1,476no prior
344Rafferty Asset Management, LLC$356K1,458−214trim
345Qtron Investments LLC$355K1,4550no change
346CITIZENS FINANCIAL GROUP INC/RI$354K1,451+1,451new
347Bluebird Wealth Management LLC$354K1,448+5add
348Baker Avenue Asset Management, LP$352K1,444−5,723trim
349Farringdon Capital, Ltd.$351K1,437+1,437new
350WESTPAC BANKING CORP$345K1,413+998add
351CHIRON CAPITAL MANAGEMENT, LLC$342K1,400no prior
352Waverly Advisors, LLC$341K1,399+525add
353VIRTUS ADVISERS, LLC$337K1,380+1,360add
354Machina Capital S.A.S.$336K1,377+500add
355GUERRA PAN ADVISORS, LLC$335K1,373−19trim
356MONETA GROUP INVESTMENT ADVISORS LLC$334K1,367+63add
357Meeder Advisory Services, Inc.$322K1,321+708add
358Peterson Wealth Services$321K1,315+1,274add
359Allworth Financial LP$320K1,311+866add
360Archer Investment Corp$318K1,301+1,301new
361Steward Partners Investment Advisory, LLC$317K1,298+128add
362Equitable Holdings, Inc.$315K791+791new
363Provident Living Financial Services, Inc.$306K1,255−33trim
364Miller Financial Services LLC$304K1,245+336add
365EP Wealth Advisors, LLC$300K1,230+10add
366KRAEMATON INVESTMENT ADVISORS, INC$300K1,227−178trim
367DAYMARK WEALTH PARTNERS, LLC$296K1,213+1,213new
368ELEVATION POINT WEALTH PARTNERS, LLC$293K1,202−536trim
369SCS Capital Management LLC$291K1,1910no change
370Optimize Financial Inc$289K1,184+1,184new
371PRUDENTIAL FINANCIAL INC$287K1,176−220trim
372Avior Wealth Management, LLC$284K1,163+402add
373EMERALD ADVISERS, LLC$281K1,1530no change
374Sanctuary Advisors, LLC$279K1,145−2,277trim
375OPPENHEIMER & CO INC$279K1,141+1,141new
376GC Wealth Management RIA, LLC$278K1,139−27trim
377WINCAP FINANCIAL LLC$272K1,115−125trim
378Laird Norton Wetherby Trust Company, LLC$268K1,098+88add
379NEW YORK LIFE INVESTMENT MANAGEMENT LLC$267K1,094+566add
380NATIONAL BANK OF CANADA /FI/$264K1,080+12add
381Wealthspire Advisors, LLC$262K1,073+255add
382Evanson Asset Management, LLC$260K1,0670no change
383COMMERCE BANK$259K1,062+148add
384nVerses Capital, LLC$253K1,035+1,035new
385Values First Advisors, Inc.$250K1,023+13add
386AE Wealth Management LLC$248K1,015−1,408trim
387Savant Capital, LLC$247K1,012+1,012new
388INSPIRION WEALTH ADVISORS, LLC$244K1,000+1,000new
389Chung Wu Investment Group, LLC$244K1,000+1,000new
390Dorsey & Whitney Trust CO LLC$241K986+986new
391May Hill Capital, LLC$240K985−1,027trim
392Krilogy Financial LLC$235K1,056−996trim
393WADDELL & ASSOCIATES, LLC$232K949+79add
394Frec Markets, Inc.$231K945+945new
395ARMSTRONG ADVISORY GROUP, INC$230K941−55trim
396Legacy Advisors, LLC$228K933+70add
397PRUDENTIAL PLC$227K930−138trim
398Vise Technologies, Inc.$224K5570no change
399FULTON BANK, N.A.$223K915+26add
400Vestmark Advisory Solutions, Inc.$223K912−1,441trim
401111 Capital$222K909+909new
402UniSuper Management Pty Ltd$220K9000no change
403Allspring Global Investments Holdings, LLC$218K896+896new
404EARNED WEALTH ADVISORS, LLC$215K882+882new
405NISA INVESTMENT ADVISORS, LLC$213K873−2,759trim
406Family Manage LLC$210K860+860new
407MOODY NATIONAL BANK TRUST DIVISION$207K848−3,079trim
408PRINCETON CAPITAL MANAGEMENT LLC$204K837+137add
409Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$203K831+831new
410Bayforest Capital Ltd$189K774−796trim
411ARCADIA INVESTMENT MANAGEMENT CORP/MI$171K7000no change
412Siemens Fonds Invest GmbH$168K6880no change
413Smartleaf Asset Management LLC$168K705+371add
414Caitong International Asset Management Co., Ltd$161K659+659new
415Avalon Trust Co$156K6400no change
416Rakuten Securities, Inc.$136K559+212add
417ACADIAN ASSET MANAGEMENT LLC$107K438,087+328,895add
418Basecamp Wealth Advisors LLC$106K435no prior
419Arax Advisory Partners$104K427+169add
420FIL Ltd$89.3K366−79trim
421Sterling Capital Management LLC$89.1K365−5,583trim
422Westfuller Advisors, LLC$84.7K347+126add
423HHM Wealth Advisors, LLC$83.7K3430no change
424Quarry LP$79.8K327+310add
4251620 INVESTMENT ADVISORS, INC.$79.3K325+325new
426OSLO PENSJONSFORSIKRING AS$74.2K304no prior
427DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$71.0K2910no change
428Larson Financial Group LLC$64.2K263+172add
429CVA Family Office, LLC$59.8K245+143add
430SBI Securities Co., Ltd.$57.6K236−9trim
431Clearstead Advisors, LLC$57.4K235−35trim
432Intentional Wealth Strategies, LLC$49.1K201no prior
433True Wealth Design, LLC$47.6K195+137add
434Parkside Financial Bank & Trust$47.1K193+141add
435TFC Financial Management, Inc.$45.4K186−107trim
436Atlantic Union Bankshares Corp$42.0K172−48trim
437SALEM INVESTMENT COUNSELORS INC$36.6K150+150new
438EASTERN BANK$36.6K1500no change
439Westside Investment Management, Inc.$36.0K147+67add
440MATHER GROUP, LLC.$34.3K141+141new
441SFAM, LLC$33.9K1390no change
442Provenance Wealth Advisors, LLC$28.1K115−119trim
443Pinnacle Wealth Planning Services, Inc.$27.8K114+27add
444Asset Dedication, LLC$26.1K1070no change
445Aster Capital Management (DIFC) Ltd$24.0K42−517trim
446TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.2K95−865trim
447Salomon & Ludwin, LLC$22.5K92+30add
448VEGA INVESTMENT SOLUTIONS$20.7K850no change
449S-Bank Fund Management Ltd$20.3K83−3trim
450Bank Julius Baer & Co. Ltd, Zurich$18.3K75−2,944trim
451SJS Investment Consulting Inc.$18.1K74+2add
452TD Waterhouse Canada Inc.$16.0K66+66new
453Physician Wealth Advisors, Inc.$15.6K64+14add
454Acumen Wealth Advisors, LLC$15.6K64+63add
455ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$15.4K63+9add
456Activest Wealth Management$14.6K60−114trim
457Arlington Trust Co LLC$14.6K60+43add
458UMB Bank, n.a.$13.4K55+50add
459Owl Creek Wealth Partners LLC$13.4K55no prior
460Private Wealth Management Group, LLC$12.9K53+51add
461ELEVATION WEALTH PARTNERS, LLC$12.7K52+52new
462Addison Advisors LLC$12.5K51+41add
463HRT FINANCIAL LP$12.4K50,675+36,873add
464Key FInancial Inc$12.2K50+50new
465Godfrey Financial Associates, Inc.$12.2K500no change
466CANADA LIFE ASSURANCE Co$11.3K46,188+10,176add
467Marquette Asset Management, LLC$11.0K45+17add
468Bank of New Hampshire$11.0K45+45new
469JPL Wealth Management, LLC$10.7K44+44new
470Transamerica Financial Advisors, LLC$10.5K43+23add
471N.E.W. Advisory Services LLC$10.0K41−12trim
472BARTLETT & CO. WEALTH MANAGEMENT LLC$9.9K40−11trim
473MCF Advisors LLC$9.8K40no prior
474SHP Wealth Management$9.7K40−2trim
475Rachor Investment Advisory Services, LLC$9.5K390no change
476TD Capital Management LLC$9.3K380no change
477Ilmarinen Mutual Pension Insurance Co$8.6K35,415+436add
478Truvestments Capital LLC$8.5K35−27trim
479Bell Investment Advisors, Inc$8.5K35−10trim
480EFG International AG$8.3K340no change
481Osbon Capital Management LLC$7.9K32+32new
482Manchester Capital Management LLC$7.8K32+17add
483INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$7.8K32+1add
484Ameritas Investment Partners, Inc.$7.3K300no change
485NFSG Corp$7.3K300no change
486BIRCHBROOK, INC.$7.3K300no change
487Ancora Advisors LLC$7.1K29+26add
488Tower View Wealth Management LLC$6.6K270no change
489Private Wealth Asset Management, LLC$5.9K240no change
490ALLIANZ SE$5.6K23+23new
491Sachetta, LLC$5.4K22+10add
492WPG Advisers, LLC$5.4K22−23trim
493Keating Financial Advisory Services, Inc.$5.4K22+7add
494Treasurer of the State of North Carolina$5.3K21,769+467add
495SouthState Bank Corp$5.1K21+9add
496MV CAPITAL MANAGEMENT, INC.$5.1K21+13add
497Mn Services Vermogensbeheer B.V.$4.6K18,7890no change
498Grove Bank & Trust$4.2K170no change
499Evelyn Partners Asset Management Ltd$3.9K160no change
500DekaBank Deutsche Girozentrale$3.7K14,9660no change
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HUBS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $6.2M held
Trimming
1 Bridgewater Associates $370K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HUBSPOT INC

Merged timeline of congressional filings and notable-manager moves on HUBS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+23,570 sh
2026-05-15Bridgewater Associates 13Ftrim−64,124 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

3 members of Congress disclosed HUBS — the congressional view ↗