Filing Research | HUBS - HUBSPOT INC Institutional Holdings

Snapshot holdings

50 / 95 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	322.1KSH	$58.8M
2	Assenagon Asset Management S.A.	Shares	226.8KSH	$41.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	61.7KSH	$11.3M
4	Ballentine Partners, LLC	Shares	30.5KSH	$5.6M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.8KSH	$5.0M
6	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	25.4KSH	$4.6M
7	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	24.0KSH	$4.4M
8	NORRIS PERNE & FRENCH LLP/MI	Shares	22.8KSH	$4.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$4.1M
10	PensionDanmark Pensionsforsikringsaktieselskab	Shares	16.8KSH	$3.1M
11	Oak Thistle LLC	Shares	12.9KSH	$2.4M
12	Linden Thomas Advisory Services, LLC	Shares	9.6KSH	$1.8M
13	Diversified Trust Co	Shares	7.6KSH	$1.4M
14	LAVELLE CAPITAL LP	Shares	6.4KSH	$1.2M
15	GREENLEAF TRUST	Shares	4.8KSH	$876.2K
16	Mayflower Financial Advisors, LLC	Shares	4.8KSH	$876.0K
17	Fluent Financial, LLC	Shares	4.2KSH	$762.7K
18	NorthCrest Asset Manangement, LLC	Shares	3.6KSH	$734.6K
19	Merit Financial Group, LLC	Shares	4.0KSH	$728.7K
20	Sequoia Financial Advisors, LLC	Shares	4.0KSH	$726.8K
21	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	3.8KSH	$688.1K
22	FACTORY MUTUAL INSURANCE CO	Shares	3.5KSH	$638.8K
23	Fideuram Asset Management (Ireland) dac	Shares	2.6KSH	$580.9K
24	Perpetual Ltd	Shares	3.2KSH	$579.7K
25	WADDELL & ASSOCIATES, LLC	Shares	3.1KSH	$563.8K
26	D.A. DAVIDSON & CO.	Shares	2.2KSH	$400.4K
27	Composition Wealth, LLC	Shares	2.0KSH	$368.9K
28	Blue Trust, Inc.	Shares	1.9KSH	$347.7K
29	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	1.7KSH	$313.0K
30	OFI INVEST ASSET MANAGEMENT	Shares	1.6KSH	$300.0K
31	MISSION WEALTH MANAGEMENT, LP	Shares	1.6KSH	$291.5K
32	CHIRON CAPITAL MANAGEMENT, LLC	Shares	1.5KSH	$273.8K
33	Farther Finance Advisors, LLC	Shares	1.4KSH	$258.3K
34	Mirae Asset Global Investments Co., Ltd.	Shares	1.4KSH	$249.1K
35	SIGNATUREFD, LLC	Shares	1.3KSH	$239.4K
36	Interchange Capital Partners, LLC	Shares	1.3KSH	$238.7K
37	Family Investment Center, Inc.	Shares	1.3KSH	$235.3K
38	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.3KSH	$231.1K
39	Seelaus Asset Management LLC	Shares	1.2KSH	$216.8K
40	Abacus Wealth Partners, LLC	Shares	1.1KSH	$209.9K
41	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$184.5K
42	IFP Advisors, Inc	Shares	922SH	$168.3K
43	ARMSTRONG ADVISORY GROUP, INC	Shares	921SH	$168.1K
44	ARMSTRONG ADVISORY GROUP, INC	Principal	900PRN	$164.3K
45	Versant Capital Management, Inc	Shares	307SH	$56.0K
46	True Wealth Design, LLC	Shares	272SH	$49.6K
47	SBI Securities Co., Ltd.	Shares	255SH	$46.5K
48	GAMMA Investing LLC	Shares	249SH	$45.4K
49	TFC Financial Management, Inc.	Shares	209SH	$38.1K
50	ADIRONDACK TRUST CO	Shares	160SH	$29.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 139 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+130.4K	+$17.9M	$41.4M
2	Robeco Institutional Asset Management B.V. added	Shares	+153.9K	+$17.7M	$58.8M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+14.8K	+$2.2M	$4.1M
4	GREENLEAF TRUST new	Shares	+4.8K	+$876.2K	$876.2K
5	Fluent Financial, LLC new	Shares	+4.2K	+$762.7K	$762.7K
6	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+9.1K	+$743.1K	$4.4M
7	Fideuram Asset Management (Ireland) dac new	Shares	+2.6K	+$580.9K	$580.9K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.7K	+$346.1K	$5.0M
9	WADDELL & ASSOCIATES, LLC added	Shares	+2.1K	+$332.1K	$563.8K
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+1.6K	+$291.5K	$291.5K
11	NorthCrest Asset Manangement, LLC added	Shares	+1.6K	+$249.7K	$734.6K
12	Interchange Capital Partners, LLC new	Shares	+1.3K	+$238.7K	$238.7K
13	Seelaus Asset Management LLC new	Shares	+1.2K	+$216.8K	$216.8K
14	Abacus Wealth Partners, LLC new	Shares	+1.1K	+$209.9K	$209.9K
15	ARMSTRONG ADVISORY GROUP, INC new	Principal	+900	+$164.3K	$164.3K
16	Perpetual Ltd added	Shares	+1.4K	+$142.7K	$579.7K
17	Oak Thistle LLC added	Shares	+3.7K	+$116.5K	$2.4M
18	WASHINGTON CAPITAL MANAGEMENT, INC added	Shares	+1.3K	+$87.6K	$688.1K
19	Wealth Enhancement Trust Services, Inc. new	Shares	+87	+$15.9K	$15.9K
20	D.A. DAVIDSON & CO. added	Shares	+614	+$14.7K	$400.4K
21	Activest Wealth Management added	Shares	+67	+$8.5K	$23.2K
22	ELEVATION WEALTH PARTNERS, LLC added	Shares	+53	+$6.5K	$19.2K
23	Bogart Wealth, LLC added	Shares	+31	+$4.7K	$8.4K
24	Cromwell Holdings LLC new	Shares	+18	+$3.3K	$3.3K
25	True Wealth Design, LLC added	Shares	+77	+$2.0K	$49.6K
26	Cape Investment Advisory, Inc. new	Shares	+11	+$2.0K	$2.0K
27	HIGHLINE WEALTH PARTNERS LLC added	Shares	+25	+$1.5K	$13.5K
28	HORIZON FINANCIAL SERVICES, LLC new	Shares	+8	+$1.5K	$1.5K
29	Sachetta, LLC added	Shares	+13	+$1.0K	$6.4K
30	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+1	+$252	$252
31	Cordant, Inc. new	Shares	+1	+$121	$121
32	Quaker Wealth Management, LLC added	Shares	+1	+$121	$366
33	CoreCap Advisors, LLC added	Shares	+4	+$114	$2.6K
34	CX Institutional added	Shares	+335	+$60	$62
35	Capital Advisors, Ltd. LLC exited	Shares	-3	-$1	$0
36	TSFG, LLC exited	Shares	-100	-$24	$0
37	FNY Investment Advisers, LLC added	Shares	+16	-$54	$171
38	TopTier Wealth Management, LLC exited	Shares	-1	-$244	$0
39	First Pacific Financial exited	Shares	-1	-$245	$0
40	Walsh & Associates, LLC unchanged	Shares	0	-$246	$730
41	PARK AVENUE SECURITIES LLC exited	Shares	-1.0K	-$250	$0
42	Torren Management, LLC trimmed	Shares	-1	-$305	$183
43	Center for Financial Planning, Inc. unchanged	Shares	0	-$308	$913
44	AMALGAMATED BANK trimmed	Shares	-393	-$317	$655
45	Fortitude Family Office, LLC trimmed	Shares	-1	-$367	$365
46	Abound Wealth Management unchanged	Shares	0	-$431	$1.3K
47	LRI Investments, LLC exited	Shares	-2	-$488	$0
48	Hughes Financial Services, LLC trimmed	Shares	-2	-$611	$365
49	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$616	$1.8K
50	FINANCIAL CONSULATE, INC exited	Shares	-3	-$733	$0

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