HubSpot, Inc.
GB ˙ LSE ˙ US4435731009
222,95 $ ↑0,43 (0,19%)
2026-06-04
DEL PRIS
SecurityGB:0TZZ / HubSpot, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership35,706 shares
Latest Disclosed Value $ 8,715,785
Creative Planning reports 207.23% increase in ownership of 0TZZ / HubSpot, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 35,706 shares of HubSpot, Inc. (GB:0TZZ) valued at $8,671,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,622 shares of HubSpot, Inc.. This represents a change in shares of 207.23% during the quarter. The current value of the position is $7,960,653 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F HUBSPOT COM 443573100 35,706 24,084 207.23 8,716 86.90 0.0058
2026-02-17 2025-12-31 13F HUBSPOT COM 443573100 11,622 -349 -2.92 4,664 -16.73 0.0033
2025-11-14 2025-09-30 13F HUBSPOT COM 443573100 11,971 3,678 44.35 5,600 21.34 0.0043
2025-08-08 2025-06-30 13F HUBSPOT COM 443573100 8,293 340 4.28 4,616 1.58 0.0039
2025-05-15 2025-03-31 13F HUBSPOT COM 443573100 7,953 772 10.75 4,544 -9.19 0.0043
2025-02-14 2024-12-31 13F HUBSPOT COM 443573100 7,181 475 7.08 5,004 40.34 0.0049
2024-10-11 2024-09-30 13F HUBSPOT COM 443573100 6,706 650 10.73 3,565 -0.17 0.0035
2024-08-15 2024-06-30 13F HUBSPOT COM 443573100 6,056 18 0.30 3,572 -5.60 0.0038
2024-05-13 2024-03-31 13F HUBSPOT COM 443573100 6,038 331 5.80 3,783 14.19 0.0042
2024-02-14 2023-12-31 13F HUBSPOT COM 443573100 5,707 -1,681 -22.75 3,313 -8.93 0.0061
2023-11-16 2023-09-30 13F HUBSPOT COM 443573100 7,388 -805 -9.83 3,638 -16.54 0.0049
2023-07-21 2023-06-30 13F HUBSPOT COM 443573100 8,193 0 0.00 4,359 24.12 0.0058
2023-05-15 2023-03-31 13F HUBSPOT COM 443573100 8,193 -313 -3.68 3,513 42.82 0.0051
2023-02-10 2022-12-31 13F HUBSPOT COM 443573100 8,506 182 2.19 2,459 9.39 0.0037
2022-11-03 2022-09-30 13F HUBSPOT COM 443573100 8,324 -319 -3.69 2,248 -13.51 0.0039
2022-08-15 2022-06-30 13F HUBSPOT COM 443573100 8,643 179 2.11 2,599 -35.35 0.0043
2022-05-16 2022-03-31 13F HUBSPOT COM 443573100 8,464 5,984 241.29 4,020 145.87 0.0062
2022-02-11 2021-12-31 13F HUBSPOT COM 443573100 2,480 713 40.35 1,635 36.82 0.0026
2021-11-10 2021-09-30 13F HUBSPOT COM 443573100 1,767 -31 -1.72 1,195 14.03 0.0021
2021-08-04 2021-06-30 13F HUBSPOT COM 443573100 1,798 782 76.97 1,048 127.33 0.0019
2021-04-30 2021-03-31 13F CreativePlanning COM 443573100 1,016 442 77.00 461 102.19 0.0009
2021-01-29 2020-12-31 13F HUBSPOT COM 443573100 574 574 228 0.0005
2017-10-17 2017-09-30 13F HUBSPOT COM 443573100 0 -399 -100.00 0 -100.00
2017-07-12 2017-06-30 13F HUBSPOT COM 443573100 399 0 0.00 26 8.33 0.0001
2017-04-07 2017-03-31 13F HUBSPOT COM 443573100 399 0 0.00 24 26.32 0.0001
2017-01-09 2016-12-31 13F HUBSPOT COM 443573100 399 -122 -23.42 19 -36.67 0.0001
2016-10-12 2016-09-30 13F HUBSPOT COM 443573100 521 521 30 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.