HubSpot, Inc. $HUBS Stake Trimmed by Alight Capital Management LP

Alight Capital Management LP lowered its stake in HubSpot, Inc. (NYSE:HUBS) by 30.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,000 shares of the software maker’s stock after selling 4,000 shares during the quarter. Alight Capital Management LP’s holdings in HubSpot were worth $3,612,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in HubSpot by 6.4% during the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after acquiring an additional 345,524 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock valued at $1,838,727,000 after acquiring an additional 1,224,424 shares in the last quarter. Pictet Asset Management Holding SA grew its stake in HubSpot by 32.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after acquiring an additional 476,740 shares in the last quarter. State Street Corp grew its stake in HubSpot by 3.7% during the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in HubSpot by 117.6% during the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insider Buying and Selling at HubSpot

In related news, CEO Yamini Rangan bought 2,750 shares of HubSpot stock in a transaction that occurred on Tuesday, May 12th. The stock was purchased at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the acquisition, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the completion of the sale, the insider owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This trade represents a 5.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders acquired 14,063 shares of company stock worth $2,585,781 and sold 17,707 shares worth $3,999,674. Corporate insiders own 3.70% of the company’s stock.

HubSpot Price Performance

Shares of HubSpot stock opened at $176.67 on Thursday. The firm has a market cap of $9.05 billion, a price-to-earnings ratio of 92.50, a P/E/G ratio of 2.00 and a beta of 1.21. HubSpot, Inc. has a 52-week low of $173.25 and a 52-week high of $568.16. The stock has a 50-day simple moving average of $210.34 and a 200-day simple moving average of $273.41.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to analyst estimates of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm’s revenue was up 23.4% on a year-over-year basis. During the same period in the previous year, the company earned $1.84 EPS. 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 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on HUBS. Jefferies Financial Group reaffirmed a “buy” rating and set a $250.00 target price on shares of HubSpot in a research note on Friday, May 8th. BTIG Research reaffirmed a “buy” rating and set a $300.00 target price on shares of HubSpot in a research note on Tuesday, April 21st. BMO Capital Markets lowered their target price on HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a research note on Friday, May 8th. William Blair cut HubSpot from an “outperform” rating to a “market perform” rating in a research note on Friday, May 8th. Finally, Evercore set a $225.00 target price on HubSpot in a research note on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $311.00.

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.