HubSpot, Inc.
MX ˙ BMV ˙ US4435731009
SecurityMX:HUBS / HubSpot, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership40,320 shares
Latest Disclosed Value $ 9,842,056
Cwm, Llc reports 49.51% increase in ownership of HUBS / HubSpot, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 40,320 shares of HubSpot, Inc. (MX:HUBS) valued at $9,842,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 26,968 shares of HubSpot, Inc.. This represents a change in shares of 49.51% during the quarter.

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)
2026-05-14 2026-03-31 13F HUBSPOT COM 443573100 40,320 13,352 49.51 9,842 98,320.00 0.0256
2026-01-26 2025-12-31 13F HUBSPOT COM 443573100 26,968 6,448 31.42 11 11.11 0.0293
2025-10-15 2025-09-30 13F HUBSPOT COM 443573100 20,520 14,060 217.65 10 200.00 0.0289
2025-07-25 2025-06-30 13F HUBSPOT COM 443573100 6,460 -2,521 -28.07 4 -40.00 0.0127
2025-05-01 2025-03-31 13F HUBSPOT COM 443573100 8,981 2,899 47.67 5 25.00 0.0205
2025-02-04 2024-12-31 13F HUBSPOT COM 443573100 6,082 1,719 39.40 4 100.00 0.0176
2024-10-08 2024-09-30 13F HUBSPOT COM 443573100 4,363 1,972 82.48 2 100.00 0.0100
2024-07-10 2024-06-30 13F HUBSPOT COM 443573100 2,391 1,148 92.36 1 0.0066
2024-04-05 2024-03-31 13F HUBSPOT COM 443573100 1,243 550 79.37 1 0.0038
2024-02-01 2023-12-31 13F HUBSPOT COM 443573100 693 77 12.50 0 0.0022
2023-10-11 2023-09-30 13F HUBSPOT COM 443573100 616 178 40.64 0 0.0019
2023-08-03 2023-06-30 13F HUBSPOT COM 443573100 438 24 5.80 0 0.0014
2023-05-01 2023-03-31 13F HUBSPOT COM 443573100 414 -2 -0.48 0 0.0012
2023-02-01 2022-12-31 13F HUBSPOT COM 443573100 416 70 20.23 0 -100.00 0.0009
2022-10-27 2022-09-30 13F HUBSPOT COM 443573100 346 142 69.61 93 52.46 0.0007
2022-07-28 2022-06-30 13F HUBSPOT COM 443573100 204 -15 -6.85 61 -41.35 0.0005
2022-04-21 2022-03-31 13F HUBSPOT COM 443573100 219 89 68.46 104 20.93 0.0007
2022-01-31 2021-12-31 13F HUBSPOT COM 443573100 130 -18 -12.16 86 0.00 0.0006
2021-09-15 2021-06-30 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2021-07-29 2021-06-30 13F HUBSPOT COM 443573100 148 0 86 0.0007
2021-09-15 2021-03-31 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2021-04-27 2021-03-31 13F HUBSPOT COM 443573100 169 21 77 0.0007
2021-09-15 2020-12-31 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2021-01-27 2020-12-31 13F HUBSPOT COM 443573100 73 -75 29 0.0003
2021-09-15 2020-09-30 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2020-10-19 2020-09-30 13F HUBSPOT COM 443573100 73 -75 21 0.0002
2021-09-15 2020-06-30 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2020-07-22 2020-06-30 13F HUBSPOT COM 443573100 321 173 72 0.0009
2021-09-15 2020-03-31 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2020-04-28 2020-03-31 13F HUBSPOT COM 443573100 333 185 44 0.0007
2021-09-14 2019-12-31 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2020-01-27 2019-12-31 13F HUBSPOT COM 443573100 319 171 51 0.0007
2021-09-14 2019-09-30 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2019-10-22 2019-09-30 13F HUBSPOT COM 443573100 319 171 48 0.0007
2021-09-14 2019-06-30 13F/A-1 HUBSPOT COM 443573100 148 0 0.00 86 0.00 0.0007
2019-07-31 2019-06-30 13F HUBSPOT COM 443573100 316 168 54 0.0009
2021-09-02 2019-03-31 13F/A-1 HUBSPOT COM 443573100 148 -168 -53.16 86 115.00 0.0007
2019-04-22 2019-03-31 13F HUBSPOT COM 443573100 317 1 53 0.0011
2019-01-25 2018-12-31 13F HUBSPOT COM 443573100 316 316 40 0.0010
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.