HubSpot, Inc.
MX ˙ BMV ˙ US4435731009
SecurityMX:HUBS / HubSpot, Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership2,715 shares
Latest Disclosed Value $ 662,732
HB Wealth Management, LLC reports 132.45% increase in ownership of HUBS / HubSpot, Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,715 shares of HubSpot, Inc. (MX:HUBS) valued at $662,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,168 shares of HubSpot, Inc.. This represents a change in shares of 132.45% 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)
2026-04-27 2026-03-31 13F HUBSPOT COM 443573100 2,715 1,547 132.45 663 41.45 0.0043
2026-01-28 2025-12-31 13F HUBSPOT COM 443573100 1,168 65 5.89 469 -9.13 0.0030
2025-10-23 2025-09-30 13F HUBSPOT COM 443573100 1,103 307 38.57 516 16.25 0.0035
2025-07-17 2025-06-30 13F HUBSPOT COM 443573100 796 -273 -25.54 443 -27.38 0.0035
2025-05-07 2025-03-31 13F HUBSPOT COM 443573100 1,069 288 36.88 611 12.13 0.0051
2025-01-15 2024-12-31 13F HUBSPOT COM 443573100 781 -63 -7.46 544 21.43 0.0056
2024-10-15 2024-09-30 13F HUBSPOT COM 443573100 844 146 20.92 449 9.00 0.0048
2024-07-26 2024-06-30 13F HUBSPOT COM 443573100 698 -194 -21.75 412 -26.34 0.0048
2024-04-30 2024-03-31 13F HUBSPOT COM 443573100 892 330 58.72 559 71.17 0.0070
2024-01-16 2023-12-31 13F HUBSPOT COM 443573100 562 19 3.50 326 22.10 0.0047
2023-10-13 2023-09-30 13F HUBSPOT COM 443573100 543 35 6.89 267 -1.11 0.0043
2023-07-13 2023-06-30 13F HUBSPOT COM 443573100 508 -171 -25.18 270 -7.22 0.0043
2023-04-13 2023-03-31 13F HUBSPOT COM 443573100 679 679 291 0.0051
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.