HubSpot, Inc.
MX ˙ BMV ˙ US4435731009
SecurityMX:HUBS / HubSpot, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership1,498 shares
Latest Disclosed Value $ 365,662
Kestra Advisory Services, LLC reports 20.71% increase in ownership of HUBS / HubSpot, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 1,498 shares of HubSpot, Inc. (MX:HUBS) valued at $365,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,241 shares of HubSpot, Inc.. This represents a change in shares of 20.71% 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)
2026-04-30 2026-03-31 13F HUBSPOT COM 443573100 1,498 257 20.71 366 -26.71 0.0014
2026-02-13 2025-12-31 13F HUBSPOT COM 443573100 1,241 -113 -8.35 498 -21.33 0.0021
2025-11-14 2025-09-30 13F HUBSPOT COM 443573100 1,354 413 43.89 633 21.03 0.0029
2025-08-15 2025-06-30 13F HUBSPOT COM 443573100 941 217 29.97 524 26.63 0.0026
2025-05-14 2025-03-31 13F HUBSPOT COM 443573100 724 40 5.85 414 -13.24 0.0020
2025-02-10 2024-12-31 13F HUBSPOT COM 443573100 684 -761 -52.66 477 -38.02 0.0026
2024-11-13 2024-09-30 13F HUBSPOT COM 443573100 1,445 -208 -12.58 768 -21.15 0.0042
2024-08-14 2024-06-30 13F HUBSPOT COM 443573100 1,653 835 102.08 975 90.23 0.0054
2024-05-15 2024-03-31 13F HUBSPOT COM 443573100 818 223 37.48 513 48.41 0.0034
2024-02-14 2023-12-31 13F HUBSPOT COM 443573100 595 -10 -1.65 345 16.16 0.0028
2023-11-13 2023-09-30 13F HUBSPOT COM 443573100 605 -657 -52.06 298 -55.74 0.0029
2023-08-11 2023-06-30 13F HUBSPOT COM 443573100 1,262 649 105.87 671 156.11 0.0067
2023-05-12 2023-03-31 13F HUBSPOT COM 443573100 613 -3,906 -86.44 263 -79.94 0.0028
2023-01-31 2022-12-31 13F HUBSPOT COM 443573100 4,519 -313 -6.48 1,307 130,500.00 0.0116
2022-11-01 2022-09-30 13F/A-1 HUBSPOT COM 443573100 4,832 -88 -1.79 1 0.00 0.0140
2022-11-01 2022-09-30 13F HUBSPOT COM 443573100 4,832 -88 1,305 0.0140
2022-08-12 2022-06-30 13F HUBSPOT COM 443573100 4,920 1,097 28.69 1 0.00 0.0152
2022-07-20 2022-03-31 13F/A-1 HUBSPOT COM 443573100 3,823 869 29.42 2 0.00 0.0189
2022-04-26 2022-03-31 13F HUBSPOT COM 443573100 3,823 869 1,816 0.0189
2022-07-25 2021-12-31 13F/A-1 HUBSPOT COM 443573100 2,954 -82 -2.70 2 -50.00 0.0197
2022-01-20 2021-12-31 13F HUBSPOT COM 443573100 2,954 -82 1,947 0.0197
2022-07-25 2021-09-30 13F/A-1 HUBSPOT COM 443573100 3,036 2,304 314.75 2 -99.53 0.0205
2021-10-19 2021-09-30 13F HUBSPOT COM 443573100 3,036 2,304 2,053 0.0205
2022-07-26 2021-06-30 13F/A-1 HUBSPOT COM 443573100 732 151 25.99 0 -100.00 0.0048
2021-07-28 2021-06-30 13F HUBSPOT COM 443573100 732 151 427 0.0048
2022-07-27 2021-03-31 13F/A-1 HUBSPOT COM 443573100 581 -33 -5.37 0 -100.00 0.0034
2021-05-10 2021-03-31 13F HUBSPOT COM 443573100 581 -33 264 0.0034
2022-07-28 2020-12-31 13F/A-1 HUBSPOT COM 443573100 614 614 0 0.0028
2021-01-20 2020-12-31 13F HUBSPOT COM 443573100 614 614 243 0.0028
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.