Follow-The-Filings

Security

Hubspot Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 3 exits max 1.1% (Gavin Baker - Atreides Ma...)

owners 13
max % 1.1%
tracked value $3.3B
qoq N 2 A 6 R 3 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 1.1% New 1.1% 232,115 $57M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add -0.07 pp 1,628,169 $397M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.12 pp 204,936 $82M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.02 pp 900,179 $220M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 169,740 $41M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 180,435 $44M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.01 pp 5,656,338 $2.3B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 390,588 $157M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 25,382 $6M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 49,966 $12M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 118,213 $29M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.09 pp 1,515 $370 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 29 $7 hist
Alex Sacerdote - Whale Rock Capital Management LLC exited 2026 Q1 last 2025 Q4 0.8% Exit -0.77 pp 149,246 $60M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 107,733 $43M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 6,122 $2M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
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8-K 5.02,5.07,9.01
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DEFA14A DEFA14A
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financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.17B $2.63B $3.13B
Gross profit $1.82B $2.23B $2.62B
Gross margin * 84.1% 85.0% 83.8%
Net income -$176.3M $4.63M $45.91M
Net margin * -8.1% 0.2% 1.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.87B $2.63B $2.45B
Total non-current assets * $1.2B $1.16B $1.4B
Total assets $3.07B $3.8B $3.85B
Total current liabilities $956.25M $1.57B $1.47B
Total non-current liabilities * $795.04M $314.15M $320.44M
Total equity $1.32B $1.91B $2.07B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $350.97M $598.6M $760.72M
Cash from investing -$334.77M -$515.86M $491.77M
Cash from financing $37.01M $53.5M -$910.01M
Net change in cash $57.86M $124.68M $368.22M

ownership over time

filing count by report period · click a bar for that quarter’s holders