Rockefeller Capital Management L.P. Has $1.05 Million Stock Holdings in HubSpot, Inc. $HUBS

Rockefeller Capital Management L.P. trimmed its position in shares of HubSpot, Inc. (NYSE:HUBS) by 95.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,623 shares of the software maker’s stock after selling 59,961 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in HubSpot were worth $1,053,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Geode Capital Management LLC grew its stake in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after acquiring an additional 14,159 shares during the period. OFI Invest Asset Management raised its position in shares of HubSpot by 130.2% during the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after purchasing an additional 56,348 shares during the period. Slow Capital Inc. lifted its holdings in shares of HubSpot by 35.9% during the 4th quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock valued at $7,470,000 after purchasing an additional 4,913 shares in the last quarter. Havemeyer Place LP bought a new position in shares of HubSpot during the 4th quarter valued at about $2,044,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank lifted its holdings in shares of HubSpot by 65.9% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after purchasing an additional 17,713 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on HUBS. Piper Sandler lowered their target price on HubSpot from $260.00 to $250.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Canaccord Genuity Group set a $335.00 price target on shares of HubSpot in a research note on Friday, May 8th. Royal Bank Of Canada reduced their price target on shares of HubSpot from $400.00 to $350.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Evercore set a $225.00 price objective on shares of HubSpot in a research report on Friday, May 8th. Finally, Wall Street Zen upgraded shares of HubSpot from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 20th. Twenty-one analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

HubSpot Stock Performance

Shares of HubSpot stock opened at $192.00 on Friday. The business’s 50 day simple moving average is $202.43 and its 200 day simple moving average is $258.00. HubSpot, Inc. has a 52-week low of $169.63 and a 52-week high of $568.16. The firm has a market cap of $9.83 billion, a PE ratio of 100.52, a P/E/G ratio of 2.05 and a beta of 1.22.

HubSpot (NYSE:HUBS) last released its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating the consensus estimate of $2.47 by $0.25. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. During the same quarter in the previous year, the business posted $1.84 EPS. The business’s quarterly revenue was up 23.4% compared to the same quarter last year. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, equities research analysts predict that HubSpot, Inc. will post 4.39 EPS for the current year.

Insiders Place Their Bets

In other HubSpot news, CTO Dharmesh Shah acquired 10,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were acquired at an average price of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the transaction, the chief technology officer directly owned 1,295,400 shares in the company, valued at $234,946,698. This trade represents a 0.78% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Yamini Rangan bought 2,750 shares of HubSpot stock in a transaction that occurred on Tuesday, May 12th. The shares were acquired at an average price of $189.84 per share, with a total value of $522,060.00. Following the acquisition, the chief executive officer directly owned 102,982 shares of the company’s stock, valued at $19,550,102.88. The trade was a 2.74% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $5,567,244. Company insiders own 3.70% of the company’s stock.

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.