Who holds ticker 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 · common stock · Q1 2026 · 3 members disclosed HUBS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 556 holders are listed, largest first: 556
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $9.6B
holders whose share count rose or who opened the position (new + add), by shares: 328
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 140

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of HUBS ranked by reported value, 1–25 of 556 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.0B	4,098,507	+262,272	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$698M	2,861,445	—	NO PRIOR
3	VANGUARD CAPITAL MANAGEMENT LLC	$554M	2,271,588	—	NO PRIOR
4	Pictet Asset Management Holding SA	$534M	2,188,191	+252,604	ADD
5	FMR LLC	$427M	1,748,271	−117,636	TRIM
6	AQR CAPITAL MANAGEMENT LLC	$397M	1,628,169	+439,188	ADD
7	TWO SIGMA INVESTMENTS, LP	$328M	1,344,621	+1,139,685	ADD
8	MORGAN STANLEY	$309M	1,267,287	+770,073	ADD
9	STATE STREET CORP	$305M	1,250,224	+58,381	ADD
10	GEODE CAPITAL MANAGEMENT, LLC	$244M	1,003,295	+31,583	ADD
11	Capital World Investors	$234M	959,849	+312,128	ADD
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$221M	903,559	+703,706	ADD
13	MILLENNIUM MANAGEMENT LLC	$220M	900,179	+456,103	ADD
14	Amundi	$143M	586,037	+146,871	ADD
15	JANE STREET GROUP, LLC	$135M	554,425	+333,588	ADD
16	Alyeska Investment Group, L.P.	$130M	533,340	−26,748	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$129M	527,738	−57,800	TRIM
18	WELLINGTON MANAGEMENT GROUP LLP	$124M	508,947	−365,954	TRIM
19	UBS Group AG	$110M	450,384	+311,978	ADD
20	Legal & General Group Plc	$104M	426,195	+14,360	ADD
21	NORTHERN TRUST CORP	$91.4M	374,631	+14,469	ADD
22	FEDERATED HERMES, INC.	$89.4M	366,286	+152,846	ADD
23	Man Group plc	$88.2M	361,415	−174,467	TRIM
24	Qube Research & Technologies Ltd	$86.5M	354,389	+39,235	ADD
25	EDMOND DE ROTHSCHILD HOLDING S.A.	$86.1M	352,797	+122,786	ADD

Show the top 500 of 556 holders

13F holders of HUBS ranked by reported value, 26–500 of 556 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	VANGUARD FIDUCIARY TRUST CO	$81.1M	332,257	—	NO PRIOR
27	FIRST TRUST ADVISORS LP	$77.1M	316,015	−7,168	TRIM
28	Spyglass Capital Management LLC	$76.6M	313,922	+48,993	ADD
29	BANK OF AMERICA CORP /DE/	$75.7M	310,308	−24,520	TRIM
30	Connor, Clark & Lunn Investment Management Ltd.	$74.1M	303,713	+270,438	ADD
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$71.5M	292,795	+31,745	ADD
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$69.6M	285,053	+156,839	ADD
33	WORLDQUANT MILLENNIUM ADVISORS LLC	$64.9M	265,671	+1,319	ADD
34	Bank of New York Mellon Corp	$62.7M	256,964	−206,646	TRIM
35	WESTFIELD CAPITAL MANAGEMENT CO LP	$56.9M	232,976	−119,178	TRIM
36	Atreides Management, LP	$56.7M	232,115	+232,115	NEW
37	Squarepoint Ops LLC	$55.3M	226,586	−59,273	TRIM
38	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$53.6M	219,312	+72,433	ADD
39	Nuveen, LLC	$52.5M	215,060	−13,019	TRIM
40	Fiera Capital Corp	$50.6M	207,299	+8,285	ADD
41	AMERICAN CENTURY COMPANIES INC	$47.4M	194,310	−63,037	TRIM
42	Invesco Ltd.	$45.2M	185,365	−111,491	TRIM
43	ROYAL BANK OF CANADA	$43.7M	178,912	+7,433	ADD
44	RENAISSANCE TECHNOLOGIES LLC	$41.4M	169,740	+169,740	NEW
45	Robeco Institutional Asset Management B.V.	$41.0M	168,162	+107,128	ADD
46	GILDER GAGNON HOWE & CO LLC	$39.5M	161,818	−4,120	TRIM
47	BANK OF MONTREAL /CAN/	$38.2M	156,507	+79,076	ADD
48	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$37.6M	154,098	+87,475	ADD
49	ADAGE CAPITAL PARTNERS GP, L.L.C.	$36.6M	150,000	+25,000	ADD
50	Swiss National Bank	$35.6M	146,020	+8,800	ADD
51	Walleye Capital LLC	$35.4M	144,843	+81,770	ADD
52	CANADA PENSION PLAN INVESTMENT BOARD	$34.7M	141,962	+40,311	ADD
53	RDST Capital LLC	$34.5M	141,150	−16,635	TRIM
54	DEUTSCHE BANK AG\	$33.4M	136,762	+9,622	ADD
55	ARMISTICE CAPITAL, LLC	$31.4M	128,583	+60,583	ADD
56	Ardmore Road Asset Management LP	$30.7M	125,800	+65,409	ADD
57	Sumitomo Mitsui Trust Group, Inc.	$29.2M	119,682	−5,206	TRIM
58	CITADEL ADVISORS LLC	$28.9M	118,213	−56,247	TRIM
59	STATE OF MICHIGAN RETIREMENT SYSTEM	$26.0M	106,400	0	NO CHANGE
60	Vinva Investment Management Ltd	$24.8M	102,570	+40,414	ADD
61	Quantinno Capital Management LP	$24.1M	98,749	+47,090	ADD
62	Assenagon Asset Management S.A.	$23.5M	96,385	+47,786	ADD
63	DIMENSIONAL FUND ADVISORS LP	$23.3M	95,578	−20,919	TRIM
64	VANGUARD ASSET MANAGEMENT, Ltd	$21.2M	87,044	—	NO PRIOR
65	EVENTIDE ASSET MANAGEMENT, LLC	$20.2M	82,951	−6,970	TRIM
66	BNP Paribas Asset Management Holding S.A.	$19.6M	80,300	+5,555	ADD
67	Jain Global LLC	$19.3M	79,178	−99,687	TRIM
68	AMERIPRISE FINANCIAL INC	$18.4M	75,440	+3,034	ADD
69	Danica Pension, Livsforsikringsaktieselskab	$17.1M	70,204	−185,719	TRIM
70	STIFEL FINANCIAL CORP	$17.1M	70,023	−9,708	TRIM
71	VICTORY CAPITAL MANAGEMENT INC	$16.6M	68,140	+2,134	ADD
72	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.4M	67,349	−3,414	TRIM
73	CIBC Bancorp USA Inc.	$16.4M	67,276	—	NO PRIOR
74	Y-Intercept (Hong Kong) Ltd	$15.5M	63,692	+53,358	ADD
75	NEW YORK STATE COMMON RETIREMENT FUND	$15.4M	63,246	−400	TRIM
76	ALLIANCEBERNSTEIN L.P.	$15.2M	37,939	−383,287	TRIM
77	Korea Investment CORP	$14.6M	59,680	+22,360	ADD
78	CITIGROUP INC	$14.4M	58,869	−2,661	TRIM
79	Quadrature Capital Ltd	$13.9M	56,974	+37,550	ADD
80	Verition Fund Management LLC	$13.7M	56,155	+26,088	ADD
81	Mitsubishi UFJ Asset Management Co., Ltd.	$13.6M	55,552	+4,988	ADD
82	BARCLAYS PLC	$12.2M	50,068	+21,633	ADD
83	D. E. Shaw & Co., Inc.	$12.2M	49,966	+18,366	ADD
84	IEQ CAPITAL, LLC	$11.9M	48,794	+15,453	ADD
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11.7M	48,124	−427	TRIM
86	AVIVA PLC	$11.6M	47,431	+1,251	ADD
87	HSBC HOLDINGS PLC	$11.3M	46,022	−13,394	TRIM
88	TORONTO DOMINION BANK	$10.7M	43,875	+35,843	ADD
89	Cerity Partners LLC	$10.7M	43,699	+24,856	ADD
90	Engineers Gate Manager LP	$10.6M	43,263	+34,098	ADD
91	Boston Partners	$10.4M	42,505	+42,505	NEW
92	PFA Pension, Forsikringsaktieselskab	$10.2M	41,776	+41,776	NEW
93	Aberdeen Group plc	$10.1M	41,228	+3,924	ADD
94	Trexquant Investment LP	$9.9M	40,598	+23,362	ADD
95	CWM, LLC	$9.8M	40,320	+13,352	ADD
96	Ensign Peak Advisors, Inc	$9.0M	37,002	+5,034	ADD
97	Creative Planning	$8.7M	35,706	+24,084	ADD
98	SEI INVESTMENTS CO	$8.7M	35,672	−7,175	TRIM
99	Mariner, LLC	$8.6M	35,376	+13,710	ADD
100	WELLS FARGO & COMPANY/MN	$8.3M	34,098	−68,178	TRIM
101	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.3M	33,510	−20,605	TRIM
102	FRANKLIN RESOURCES INC	$7.9M	32,169	−326,572	TRIM
103	RAYMOND JAMES FINANCIAL INC	$7.7M	31,602	−115,318	TRIM
104	BANK OF NOVA SCOTIA	$7.7M	31,368	−5,012	TRIM
105	TD ASSET MANAGEMENT INC	$7.6M	31,284	−33,529	TRIM
106	Empire Life Investments Inc.	$7.6M	31,223	−15,851	TRIM
107	ROYAL LONDON ASSET MANAGEMENT LTD	$7.6M	31,026	+5,904	ADD
108	Maytus Capital Management, LLC	$7.4M	30,209	+30,209	NEW
109	Schonfeld Strategic Advisors LLC	$7.4M	30,195	+17,008	ADD
110	OMERS ADMINISTRATION Corp	$7.2M	29,401	+893	ADD
111	Ballentine Partners, LLC	$7.1M	29,060	+13,075	ADD
112	Groupe la Francaise	$7.1M	29,004	+9,959	ADD
113	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.0M	28,694	−10,790	TRIM
114	DANSKE BANK A/S	$6.8M	27,822	−2,511	TRIM
115	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.6M	27,206	+27,206	NEW
116	Mitsubishi UFJ Trust & Banking Corp	$6.6M	27,181	+1,813	ADD
117	Asset Management One Co., Ltd.	$6.5M	26,730	+4,463	ADD
118	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.4M	26,373	+26,373	NEW
119	Invenomic Capital Management LP	$6.4M	26,218	+26,218	NEW
120	Swiss Life Asset Management Ltd	$6.4M	26,209	+18,165	ADD
121	Vanguard Global Advisers, LLC	$6.3M	25,992	—	NO PRIOR
122	STATE OF WISCONSIN INVESTMENT BOARD	$6.3M	25,947	−865	TRIM
123	APG Asset Management N.V.	$6.3M	29,554	−1,020	TRIM
124	Gotham Asset Management, LLC	$6.2M	25,382	+23,570	ADD
125	Claro Advisors Inc.	$6.1M	24,928	+24,928	NEW
126	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$6.1M	24,906	−1,407	TRIM
127	Vanguard Investments Australia, Ltd.	$6.1M	24,792	—	NO PRIOR
128	NORDEA INVESTMENT MANAGEMENT AB	$6.0M	24,545	+1,253	ADD
129	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.9M	24,122	+12,393	ADD
130	Atom Investors LP	$5.9M	24,085	+18,983	ADD
131	Tredje AP-fonden	$5.5M	22,460	+16,230	ADD
132	ENVESTNET ASSET MANAGEMENT INC	$5.4M	22,054	−19,636	TRIM
133	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$5.3M	21,542	+5,675	ADD
134	Curi Capital, LLC	$5.0M	20,646	+9,224	ADD
135	Focus Partners Wealth	$5.0M	20,387	+4,606	ADD
136	LPL Financial LLC	$4.9M	20,236	−11,324	TRIM
137	BW Gestao de Investimentos Ltda.	$4.9M	20,150	+20,150	NEW
138	FORA Capital, LLC	$4.9M	20,085	+16,994	ADD
139	Candriam S.C.A.	$4.8M	19,749	+2,318	ADD
140	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.7M	21,145	+9,406	ADD
141	KLP KAPITALFORVALTNING AS	$4.7M	19,100	0	NO CHANGE
142	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.7M	19,083	+7,230	ADD
143	PEAK6 LLC	$4.4M	17,987	+10,235	ADD
144	Vident Advisory, LLC	$4.2M	17,258	+4,860	ADD
145	State of New Jersey Common Pension Fund D	$4.1M	16,883	0	NO CHANGE
146	EXCHANGE TRADED CONCEPTS, LLC	$4.1M	16,877	+2,167	ADD
147	NOMURA ASSET MANAGEMENT CO LTD	$4.1M	16,700	−2,878	TRIM
148	VOYA INVESTMENT MANAGEMENT LLC	$4.0M	16,461	−60,936	TRIM
149	MERCER GLOBAL ADVISORS INC /ADV	$4.0M	16,315	+7,908	ADD
150	Lansforsakringar Fondforvaltning AB (publ)	$4.0M	16,258	+417	ADD
151	KR Capital LP	$4.0M	16,255	—	NO PRIOR
152	XTX Topco Ltd	$3.9M	16,170	+14,233	ADD
153	Vanguard Personalized Indexing Management, LLC	$3.9M	16,008	+9,406	ADD
154	SEB Asset Management AB	$3.9M	15,915	—	NO PRIOR
155	Osmosis Investment Management UK Ltd	$3.8M	15,532	−16,786	TRIM
156	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$3.6M	14,900	+3,100	ADD
157	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$3.6M	14,861	−477	TRIM
158	Brevan Howard Capital Management LP	$3.6M	14,810	+7,724	ADD
159	Resona Asset Management Co.,Ltd.	$3.6M	14,798	−808	TRIM
160	Daiwa Securities Group Inc.	$3.6M	14,678	+800	ADD
161	Eurizon Capital SGR S.p.A.	$3.5M	14,528	+4,432	ADD
162	Illinois Municipal Retirement Fund	$3.5M	14,295	+396	ADD
163	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.4M	14,115	−1,817	TRIM
164	Holocene Advisors, LP	$3.3M	13,646	+13,646	NEW
165	Arizona State Retirement System	$3.3M	13,529	−221	TRIM
166	AXQ CAPITAL, LP	$3.1M	12,782	+12,782	NEW
167	COMMONWEALTH EQUITY SERVICES, LLC	$3.1M	12,599	+4,705	ADD
168	Federation des caisses Desjardins du Quebec	$3.0M	12,445	+5,603	ADD
169	OCCUDO QUANTITATIVE STRATEGIES LP	$3.0M	13,493	+13,493	NEW
170	XPONANCE LLC	$2.9M	12,010	+977	ADD
171	National Pension Service	$2.9M	11,863	+11,863	NEW
172	IFM Investors Pty Ltd	$2.9M	11,688	+352	ADD
173	Aware Super Pty Ltd as trustee of Aware Super	$2.8M	11,523	—	NO PRIOR
174	Silvant Capital Management LLC	$2.8M	11,364	+404	ADD
175	Alphadyne Asset Management LP	$2.8M	11,361	+11,361	NEW
176	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.7M	11,063	+7,044	ADD
177	Capula Management Ltd	$2.7M	11,027	+11,027	NEW
178	DnB Asset Management AS	$2.7M	10,909	+516	ADD
179	Allianz Asset Management GmbH	$2.5M	10,368	+9,740	ADD
180	USS Investment Management Ltd	$2.5M	10,364	+654	ADD
181	Sequoia Financial Advisors, LLC	$2.5M	10,120	+8,784	ADD
182	Mediolanum International Funds Ltd	$2.4M	10,073	+1,810	ADD
183	Linden Thomas Advisory Services, LLC	$2.3M	9,316	+6,388	ADD
184	Oak Thistle LLC	$2.2M	9,189	+9,189	NEW
185	BAILARD, INC.	$2.2M	8,926	−893	TRIM
186	Walleye Trading LLC	$2.1M	8,701	+8,701	NEW
187	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.1M	8,683	+3,621	ADD
188	Tejara Capital Ltd	$2.1M	8,440	+8,440	NEW
189	Clearbridge Investments, LLC	$2.0M	8,279	−565,372	TRIM
190	Utah Retirement Systems	$2.0M	8,254	−138	TRIM
191	NICOLET BANKSHARES INC	$2.0M	8,082	+8,082	NEW
192	Jefferies Financial Group Inc.	$2.0M	8,035	+5,190	ADD
193	OSAIC HOLDINGS, INC.	$1.9M	7,971	+2,953	ADD
194	ABN AMRO INVESTMENT SOLUTIONS	$1.8M	7,408	−3,482	TRIM
195	MACQUARIE GROUP LTD	$1.7M	7,127	−930	TRIM
196	FOX RUN MANAGEMENT, L.L.C.	$1.7M	7,247	+812	ADD
197	Summit Trail Advisors, LLC	$1.7M	7,036	+1,902	ADD
198	Diversified Trust Co	$1.7M	7,009	+4,080	ADD
199	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.7M	6,859	−2,017	TRIM
200	OP Asset Management Ltd	$1.6M	6,693	—	NO PRIOR
201	Pathstone Holdings, LLC	$1.6M	6,613	+3,779	ADD
202	Roundview Capital LLC	$1.6M	6,596	+6,596	NEW
203	MML INVESTORS SERVICES, LLC	$1.6M	6,501	−5,583	TRIM
204	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.6M	6,447	+59	ADD
205	High Net Worth Advisory Group LLC	$1.6M	6,420	0	NO CHANGE
206	LAVELLE CAPITAL LP	$1.6M	6,388	—	NO PRIOR
207	Investment Management Corp of Ontario	$1.5M	6,331	+831	ADD
208	NewEdge Advisors, LLC	$1.5M	6,215	+6,215	NEW
209	Cetera Investment Advisers	$1.5M	6,109	+520	ADD
210	NANO CAP NEW MILLENNIUM GROWTH FUND L P	$1.5M	6,000	+6,000	NEW
211	LGT Group Foundation	$1.4M	5,915	−281	TRIM
212	Janus Henderson Group Ltd.	$1.4M	5,875	−857,942	TRIM
213	Vontobel Holding Ltd.	$1.4M	5,838	−2,356	TRIM
214	OPPENHEIMER ASSET MANAGEMENT INC.	$1.4M	5,834	+718	ADD
215	Knollwood Investment Advisory, LLC	$1.4M	5,800	0	NO CHANGE
216	BROWN ADVISORY INC	$1.4M	5,786	−12,799	TRIM
217	ASSETMARK, INC	$1.4M	5,688	−11,785	TRIM
218	MACKENZIE FINANCIAL CORP	$1.4M	5,637	+557	ADD
219	Tidal Investments LLC	$1.4M	5,581	+1,223	ADD
220	Merit Financial Group, LLC	$1.3M	5,525	+2,890	ADD
221	LGT Fund Management Co Ltd.	$1.3M	5,501	+5,501	NEW
222	Rockefeller Capital Management L.P.	$1.3M	5,417	+2,794	ADD
223	Weiss Asset Management LP	$1.3M	5,291	+5,291	NEW
224	Mayflower Financial Advisors, LLC	$1.2M	5,108	+134	ADD
225	CREDIT AGRICOLE S A	$1.2M	5,042	+34	ADD
226	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.2M	5,011	0	NO CHANGE
227	Numerai GP LLC	$1.2M	4,962	+649	ADD
228	WBI INVESTMENTS, LLC	$1.2M	4,934	+4,934	NEW
229	Swedbank AB	$1.2M	4,879	−9,957	TRIM
230	AlphaCore Capital LLC	$1.2M	4,788	+4,280	ADD
231	Andra AP-fonden	$1.2M	4,772	−24,120	TRIM
232	AZZAD ASSET MANAGEMENT INC /ADV	$1.2M	4,754	0	NO CHANGE
233	Corient Private Wealth LLC	$1.1M	4,660	−1,261	TRIM
234	Addison Capital Co	$1.1M	4,548	+304	ADD
235	Intellectus Partners, LLC	$1.1M	4,542	−35	TRIM
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	4,524	+3,330	ADD
237	Aristotle Atlantic Partners, LLC	$1.1M	4,491	+528	ADD
238	Belpointe Asset Management LLC	$1.1M	4,367	+3,698	ADD
239	Fortis Capital Advisors, LLC	$1.1M	4,367	+4,367	NEW
240	WCM INVESTMENT MANAGEMENT, LLC	$1.1M	4,475	+2	ADD
241	LAZARD ASSET MANAGEMENT LLC	$1.1M	4,325	+4,325	NEW
242	QUADRANT CAPITAL GROUP LLC	$1.0M	4,248	+3,811	ADD
243	ASR Vermogensbeheer N.V.	$987K	4,042	+68	ADD
244	CastleKnight Management LP	$976K	4,000	+4,000	NEW
245	Empowered Funds, LLC	$961K	3,938	+3,938	NEW
246	Quantum Private Wealth, LLC	$961K	3,935	−75	TRIM
247	Avanza Fonder AB	$934K	3,827	0	NO CHANGE
248	M&T BANK CORP	$917K	3,757	+1,052	ADD
249	HighTower Advisors, LLC	$912K	3,736	−389	TRIM
250	FIFTH THIRD BANCORP	$892K	3,656	+2,450	ADD
251	Circle Wealth Management, LLC	$886K	3,629	+507	ADD
252	PICTON MAHONEY ASSET MANAGEMENT	$885K	3,625	−5,336	TRIM
253	INCEPTIONR LLC	$875K	3,583	+1,481	ADD
254	GUGGENHEIM CAPITAL LLC	$865K	3,543	+141	ADD
255	FACTORY MUTUAL INSURANCE CO	$854K	3,500	0	NO CHANGE
256	Woodline Partners LP	$844K	3,457	+1,155	ADD
257	TRUIST FINANCIAL CORP	$842K	3,451	−2,853	TRIM
258	Blackstone Inc.	$810K	3,319	+3,319	NEW
259	Orion Porfolio Solutions, LLC	$809K	3,313	−2,633	TRIM
260	AIGEN INVESTMENT MANAGEMENT, LP	$806K	3,301	+3,301	NEW
261	STOREBRAND ASSET MANAGEMENT AS	$797K	3,267	—	NO PRIOR
262	1776 Wealth LLC	$790K	3,235	+259	ADD
263	Bridgefront Capital, LLC	$782K	3,202	+3,202	NEW
264	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$767K	3,143	+3,143	NEW
265	MetLife Investment Management, LLC	$764K	3,129	−155	TRIM
266	COLDSTREAM CAPITAL MANAGEMENT INC	$764K	3,128	+374	ADD
267	Focus Partners Advisor Solutions, LLC	$763K	3,125	−930	TRIM
268	PRELUDE CAPITAL MANAGEMENT, LLC	$758K	3,106	+3,106	NEW
269	Leonteq Securities AG	$741K	3,034	+1,204	ADD
270	B. Metzler seel. Sohn & Co. AG	$740K	3,031	−1,365	TRIM
271	FORMULA GROWTH LTD	$732K	3,000	+3,000	NEW
272	Broderick Brian C	$732K	3,000	0	NO CHANGE
273	US BANCORP \DE\	$727K	2,979	+653	ADD
274	SAXON INTERESTS, INC.	$727K	2,977	+2,977	NEW
275	OFI INVEST ASSET MANAGEMENT	$719K	3,170	−96,452	TRIM
276	Prospera Financial Services Inc	$719K	2,945	+2,945	NEW
277	MARTINGALE ASSET MANAGEMENT L P	$708K	2,902	+2,902	NEW
278	ODDO BHF ASSET MANAGEMENT SAS	$704K	2,886	−18,390	TRIM
279	Apollon Wealth Management, LLC	$687K	2,813	+911	ADD
280	Tower Research Capital LLC (TRC)	$682K	2,793	+2,717	ADD
281	PANAGORA ASSET MANAGEMENT INC	$679K	2,782	−93,499	TRIM
282	Atria Investments, Inc	$670K	2,743	+436	ADD
283	TOKIO MARINE ASSET MANAGEMENT CO LTD	$668K	2,736	+371	ADD
284	HB Wealth Management, LLC	$663K	2,715	+1,547	ADD
285	Wealthfront Advisers LLC	$662K	2,713	−89	TRIM
286	Headlands Technologies LLC	$656K	2,688	+2,688	NEW
287	Magnetar Financial LLC	$654K	2,679	+1,974	ADD
288	TWIN FOCUS CAPITAL PARTNERS, LLC	$651K	2,666	0	NO CHANGE
289	Sivia Capital Partners, LLC	$649K	2,658	+200	ADD
290	Cresset Asset Management, LLC	$643K	2,636	+41	ADD
291	Plato Investment Management Ltd	$632K	2,587	0	NO CHANGE
292	Family Investment Center, Inc.	$610K	2,500	+2,500	NEW
293	Maryland State Retirement & Pension System	$603K	2,471	0	NO CHANGE
294	WASHINGTON CAPITAL MANAGEMENT, INC	$600K	2,460	+1,110	ADD
295	Blueshift Asset Management, LLC	$600K	2,456	+2,456	NEW
296	CIBC Asset Management Inc	$596K	2,443	+135	ADD
297	IMC-Chicago, LLC	$580K	2,378	+2,378	NEW
298	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$569K	2,333	−657	TRIM
299	Ethic Inc.	$569K	2,330	−1,012	TRIM
300	PRINCIPAL FINANCIAL GROUP INC	$561K	2,297	+1,246	ADD
301	BOOTHBAY FUND MANAGEMENT, LLC	$555K	2,272	−3,172	TRIM
302	Polymer Capital Management (US) LLC	$545K	2,234	−444	TRIM
303	EVERGREEN CAPITAL MANAGEMENT LLC	$543K	2,224	+1,115	ADD
304	Mirae Asset Global Investments Co., Ltd.	$539K	2,208	−1,533	TRIM
305	Chicago Partners Investment Group LLC	$537K	2,309	+917	ADD
306	Metis Global Partners, LLC	$529K	2,167	+508	ADD
307	E. Ohman J:or Asset Management AB	$527K	2,160	0	NO CHANGE
308	Havemeyer Place LP	$520K	2,129	−2,964	TRIM
309	SAX WEALTH ADVISORS, LLC	$511K	1,273	0	NO CHANGE
310	INTECH INVESTMENT MANAGEMENT LLC	$507K	2,075	+690	ADD
311	NorthCrest Asset Manangement, LLC	$485K	1,982	+437	ADD
312	EVOLVE PRIVATE WEALTH, LLC	$476K	1,951	−679	TRIM
313	Kintegral Advisory, LLC	$475K	1,944	−86	TRIM
314	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$467K	1,912	0	NO CHANGE
315	MAI Capital Management	$459K	1,879	+1,614	ADD
316	ALPS ADVISORS INC	$456K	1,870	−2,134	TRIM
317	GROUP ONE TRADING LLC	$455K	1,866	+1,259	ADD
318	Saudi Central Bank	$448K	1,837	+1,837	NEW
319	SIGNATUREFD, LLC	$446K	1,826	+1,022	ADD
320	Graham Capital Management, L.P.	$445K	1,825	−366	TRIM
321	Bull Harbor Capital LLC	$444K	1,819	—	NO PRIOR
322	Brookstone Capital Management	$444K	1,817	+173	ADD
323	denkapparat Operations GmbH	$439K	1,800	+1,138	ADD
324	Composition Wealth, LLC	$439K	1,799	+1,799	NEW
325	Perpetual Ltd	$437K	1,790	−51	TRIM
326	KORNITZER CAPITAL MANAGEMENT INC /KS	$433K	1,775	+1,775	NEW
327	Snowden Capital Advisors LLC	$428K	1,754	−114	TRIM
328	Banque Cantonale Vaudoise	$424K	1,735	+62	ADD
329	PROFUND ADVISORS LLC	$413K	1,693	−214	TRIM
330	Pallas Capital Advisors LLC	$413K	1,691	−3,114	TRIM
331	CHOREO, LLC	$411K	1,683	+766	ADD
332	Blue Trust, Inc.	$408K	1,672	+701	ADD
333	Rothschild Wealth LLC	$405K	1,661	+951	ADD
334	Qsemble Capital Management, LP	$404K	1,654	−1,150	TRIM
335	FLAGSHIP HARBOR ADVISORS, LLC	$403K	1,650	+1,650	NEW
336	D.A. DAVIDSON & CO.	$386K	1,580	+1,580	NEW
337	CAPSTONE INVESTMENT ADVISORS, LLC	$384K	1,572	−2,584	TRIM
338	Regal Investment Advisors LLC	$382K	1,563	+259	ADD
339	MIRABELLA FINANCIAL SERVICES LLP	$380K	1,555	+1,555	NEW
340	Bridgewater Associates, LP	$370K	1,515	−64,124	TRIM
341	Kestra Advisory Services, LLC	$366K	1,498	+257	ADD
342	North Dakota State Investment Board	$363K	1,487	−303	TRIM
343	Ridgewood Investments LLC	$360K	1,476	—	NO PRIOR
344	Rafferty Asset Management, LLC	$356K	1,458	−214	TRIM
345	Qtron Investments LLC	$355K	1,455	0	NO CHANGE
346	CITIZENS FINANCIAL GROUP INC/RI	$354K	1,451	+1,451	NEW
347	Bluebird Wealth Management LLC	$354K	1,448	+5	ADD
348	Baker Avenue Asset Management, LP	$352K	1,444	−5,723	TRIM
349	Farringdon Capital, Ltd.	$351K	1,437	+1,437	NEW
350	WESTPAC BANKING CORP	$345K	1,413	+998	ADD
351	CHIRON CAPITAL MANAGEMENT, LLC	$342K	1,400	—	NO PRIOR
352	Waverly Advisors, LLC	$341K	1,399	+525	ADD
353	VIRTUS ADVISERS, LLC	$337K	1,380	+1,360	ADD
354	Machina Capital S.A.S.	$336K	1,377	+500	ADD
355	GUERRA PAN ADVISORS, LLC	$335K	1,373	−19	TRIM
356	MONETA GROUP INVESTMENT ADVISORS LLC	$334K	1,367	+63	ADD
357	Meeder Advisory Services, Inc.	$322K	1,321	+708	ADD
358	Peterson Wealth Services	$321K	1,315	+1,274	ADD
359	Allworth Financial LP	$320K	1,311	+866	ADD
360	Archer Investment Corp	$318K	1,301	+1,301	NEW
361	Steward Partners Investment Advisory, LLC	$317K	1,298	+128	ADD
362	Equitable Holdings, Inc.	$315K	791	+791	NEW
363	Provident Living Financial Services, Inc.	$306K	1,255	−33	TRIM
364	Miller Financial Services LLC	$304K	1,245	+336	ADD
365	EP Wealth Advisors, LLC	$300K	1,230	+10	ADD
366	KRAEMATON INVESTMENT ADVISORS, INC	$300K	1,227	−178	TRIM
367	DAYMARK WEALTH PARTNERS, LLC	$296K	1,213	+1,213	NEW
368	ELEVATION POINT WEALTH PARTNERS, LLC	$293K	1,202	−536	TRIM
369	SCS Capital Management LLC	$291K	1,191	0	NO CHANGE
370	Optimize Financial Inc	$289K	1,184	+1,184	NEW
371	PRUDENTIAL FINANCIAL INC	$287K	1,176	−220	TRIM
372	Avior Wealth Management, LLC	$284K	1,163	+402	ADD
373	EMERALD ADVISERS, LLC	$281K	1,153	0	NO CHANGE
374	Sanctuary Advisors, LLC	$279K	1,145	−2,277	TRIM
375	OPPENHEIMER & CO INC	$279K	1,141	+1,141	NEW
376	GC Wealth Management RIA, LLC	$278K	1,139	−27	TRIM
377	WINCAP FINANCIAL LLC	$272K	1,115	−125	TRIM
378	Laird Norton Wetherby Trust Company, LLC	$268K	1,098	+88	ADD
379	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$267K	1,094	+566	ADD
380	NATIONAL BANK OF CANADA /FI/	$264K	1,080	+12	ADD
381	Wealthspire Advisors, LLC	$262K	1,073	+255	ADD
382	Evanson Asset Management, LLC	$260K	1,067	0	NO CHANGE
383	COMMERCE BANK	$259K	1,062	+148	ADD
384	nVerses Capital, LLC	$253K	1,035	+1,035	NEW
385	Values First Advisors, Inc.	$250K	1,023	+13	ADD
386	AE Wealth Management LLC	$248K	1,015	−1,408	TRIM
387	Savant Capital, LLC	$247K	1,012	+1,012	NEW
388	INSPIRION WEALTH ADVISORS, LLC	$244K	1,000	+1,000	NEW
389	Chung Wu Investment Group, LLC	$244K	1,000	+1,000	NEW
390	Dorsey & Whitney Trust CO LLC	$241K	986	+986	NEW
391	May Hill Capital, LLC	$240K	985	−1,027	TRIM
392	Krilogy Financial LLC	$235K	1,056	−996	TRIM
393	WADDELL & ASSOCIATES, LLC	$232K	949	+79	ADD
394	Frec Markets, Inc.	$231K	945	+945	NEW
395	ARMSTRONG ADVISORY GROUP, INC	$230K	941	−55	TRIM
396	Legacy Advisors, LLC	$228K	933	+70	ADD
397	PRUDENTIAL PLC	$227K	930	−138	TRIM
398	Vise Technologies, Inc.	$224K	557	0	NO CHANGE
399	FULTON BANK, N.A.	$223K	915	+26	ADD
400	Vestmark Advisory Solutions, Inc.	$223K	912	−1,441	TRIM
401	111 Capital	$222K	909	+909	NEW
402	UniSuper Management Pty Ltd	$220K	900	0	NO CHANGE
403	Allspring Global Investments Holdings, LLC	$218K	896	+896	NEW
404	EARNED WEALTH ADVISORS, LLC	$215K	882	+882	NEW
405	NISA INVESTMENT ADVISORS, LLC	$213K	873	−2,759	TRIM
406	Family Manage LLC	$210K	860	+860	NEW
407	MOODY NATIONAL BANK TRUST DIVISION	$207K	848	−3,079	TRIM
408	PRINCETON CAPITAL MANAGEMENT LLC	$204K	837	+137	ADD
409	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$203K	831	+831	NEW
410	Bayforest Capital Ltd	$189K	774	−796	TRIM
411	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$171K	700	0	NO CHANGE
412	Siemens Fonds Invest GmbH	$168K	688	0	NO CHANGE
413	Smartleaf Asset Management LLC	$168K	705	+371	ADD
414	Caitong International Asset Management Co., Ltd	$161K	659	+659	NEW
415	Avalon Trust Co	$156K	640	0	NO CHANGE
416	Rakuten Securities, Inc.	$136K	559	+212	ADD
417	ACADIAN ASSET MANAGEMENT LLC	$107K	438,087	+328,895	ADD
418	Basecamp Wealth Advisors LLC	$106K	435	—	NO PRIOR
419	Arax Advisory Partners	$104K	427	+169	ADD
420	FIL Ltd	$89.3K	366	−79	TRIM
421	Sterling Capital Management LLC	$89.1K	365	−5,583	TRIM
422	Westfuller Advisors, LLC	$84.7K	347	+126	ADD
423	HHM Wealth Advisors, LLC	$83.7K	343	0	NO CHANGE
424	Quarry LP	$79.8K	327	+310	ADD
425	1620 INVESTMENT ADVISORS, INC.	$79.3K	325	+325	NEW
426	OSLO PENSJONSFORSIKRING AS	$74.2K	304	—	NO PRIOR
427	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$71.0K	291	0	NO CHANGE
428	Larson Financial Group LLC	$64.2K	263	+172	ADD
429	CVA Family Office, LLC	$59.8K	245	+143	ADD
430	SBI Securities Co., Ltd.	$57.6K	236	−9	TRIM
431	Clearstead Advisors, LLC	$57.4K	235	−35	TRIM
432	Intentional Wealth Strategies, LLC	$49.1K	201	—	NO PRIOR
433	True Wealth Design, LLC	$47.6K	195	+137	ADD
434	Parkside Financial Bank & Trust	$47.1K	193	+141	ADD
435	TFC Financial Management, Inc.	$45.4K	186	−107	TRIM
436	Atlantic Union Bankshares Corp	$42.0K	172	−48	TRIM
437	SALEM INVESTMENT COUNSELORS INC	$36.6K	150	+150	NEW
438	EASTERN BANK	$36.6K	150	0	NO CHANGE
439	Westside Investment Management, Inc.	$36.0K	147	+67	ADD
440	MATHER GROUP, LLC.	$34.3K	141	+141	NEW
441	SFAM, LLC	$33.9K	139	0	NO CHANGE
442	Provenance Wealth Advisors, LLC	$28.1K	115	−119	TRIM
443	Pinnacle Wealth Planning Services, Inc.	$27.8K	114	+27	ADD
444	Asset Dedication, LLC	$26.1K	107	0	NO CHANGE
445	Aster Capital Management (DIFC) Ltd	$24.0K	42	−517	TRIM
446	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$23.2K	95	−865	TRIM
447	Salomon & Ludwin, LLC	$22.5K	92	+30	ADD
448	VEGA INVESTMENT SOLUTIONS	$20.7K	85	0	NO CHANGE
449	S-Bank Fund Management Ltd	$20.3K	83	−3	TRIM
450	Bank Julius Baer & Co. Ltd, Zurich	$18.3K	75	−2,944	TRIM
451	SJS Investment Consulting Inc.	$18.1K	74	+2	ADD
452	TD Waterhouse Canada Inc.	$16.0K	66	+66	NEW
453	Physician Wealth Advisors, Inc.	$15.6K	64	+14	ADD
454	Acumen Wealth Advisors, LLC	$15.6K	64	+63	ADD
455	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$15.4K	63	+9	ADD
456	Activest Wealth Management	$14.6K	60	−114	TRIM
457	Arlington Trust Co LLC	$14.6K	60	+43	ADD
458	UMB Bank, n.a.	$13.4K	55	+50	ADD
459	Owl Creek Wealth Partners LLC	$13.4K	55	—	NO PRIOR
460	Private Wealth Management Group, LLC	$12.9K	53	+51	ADD
461	ELEVATION WEALTH PARTNERS, LLC	$12.7K	52	+52	NEW
462	Addison Advisors LLC	$12.5K	51	+41	ADD
463	HRT FINANCIAL LP	$12.4K	50,675	+36,873	ADD
464	Key FInancial Inc	$12.2K	50	+50	NEW
465	Godfrey Financial Associates, Inc.	$12.2K	50	0	NO CHANGE
466	CANADA LIFE ASSURANCE Co	$11.3K	46,188	+10,176	ADD
467	Marquette Asset Management, LLC	$11.0K	45	+17	ADD
468	Bank of New Hampshire	$11.0K	45	+45	NEW
469	JPL Wealth Management, LLC	$10.7K	44	+44	NEW
470	Transamerica Financial Advisors, LLC	$10.5K	43	+23	ADD
471	N.E.W. Advisory Services LLC	$10.0K	41	−12	TRIM
472	BARTLETT & CO. WEALTH MANAGEMENT LLC	$9.9K	40	−11	TRIM
473	MCF Advisors LLC	$9.8K	40	—	NO PRIOR
474	SHP Wealth Management	$9.7K	40	−2	TRIM
475	Rachor Investment Advisory Services, LLC	$9.5K	39	0	NO CHANGE
476	TD Capital Management LLC	$9.3K	38	0	NO CHANGE
477	Ilmarinen Mutual Pension Insurance Co	$8.6K	35,415	+436	ADD
478	Truvestments Capital LLC	$8.5K	35	−27	TRIM
479	Bell Investment Advisors, Inc	$8.5K	35	−10	TRIM
480	EFG International AG	$8.3K	34	0	NO CHANGE
481	Osbon Capital Management LLC	$7.9K	32	+32	NEW
482	Manchester Capital Management LLC	$7.8K	32	+17	ADD
483	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$7.8K	32	+1	ADD
484	Ameritas Investment Partners, Inc.	$7.3K	30	0	NO CHANGE
485	NFSG Corp	$7.3K	30	0	NO CHANGE
486	BIRCHBROOK, INC.	$7.3K	30	0	NO CHANGE
487	Ancora Advisors LLC	$7.1K	29	+26	ADD
488	Tower View Wealth Management LLC	$6.6K	27	0	NO CHANGE
489	Private Wealth Asset Management, LLC	$5.9K	24	0	NO CHANGE
490	ALLIANZ SE	$5.6K	23	+23	NEW
491	Sachetta, LLC	$5.4K	22	+10	ADD
492	WPG Advisers, LLC	$5.4K	22	−23	TRIM
493	Keating Financial Advisory Services, Inc.	$5.4K	22	+7	ADD
494	Treasurer of the State of North Carolina	$5.3K	21,769	+467	ADD
495	SouthState Bank Corp	$5.1K	21	+9	ADD
496	MV CAPITAL MANAGEMENT, INC.	$5.1K	21	+13	ADD
497	Mn Services Vermogensbeheer B.V.	$4.6K	18,789	0	NO CHANGE
498	Grove Bank & Trust	$4.2K	17	0	NO CHANGE
499	Evelyn Partners Asset Management Ltd	$3.9K	16	0	NO CHANGE
500	DekaBank Deutsche Girozentrale	$3.7K	14,966	0	NO CHANGE

Truncated by Public Filings. Top 500 of 556 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HUBS

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · HUBSPOT INC

Merged timeline of congressional filings and notable-manager moves on HUBS
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+23,570 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−64,124 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.