HubSpot, Inc. $HUBS Shares Purchased by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership boosted its position in shares of HubSpot, Inc. (NYSE:HUBS) by 352.1% in the first quarter, HoldingsChannel.com reports. The fund owned 903,559 shares of the software maker’s stock after purchasing an additional 703,706 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in HubSpot were worth $220,559,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of HUBS. Price T Rowe Associates Inc. MD increased its stake in HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after purchasing an additional 1,224,424 shares during the period. Capital World Investors purchased a new position in shares of HubSpot in the fourth quarter valued at approximately $259,930,000. AQR Capital Management LLC boosted its stake in shares of HubSpot by 117.6% in the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after purchasing an additional 642,545 shares during the period. Pictet Asset Management Holding SA grew its holdings in shares of HubSpot by 32.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after purchasing an additional 476,740 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its stake in HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents
• Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut
• Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns
• Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates
• Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares
• Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo

Insiders Place Their Bets

In related news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the transaction, the director owned 93,500 shares in the company, valued at $17,243,270. This trade represents a 8.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Yamini Rangan purchased 2,750 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the transaction, the chief executive officer owned 102,982 shares of the company’s stock, valued at $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 17,915 shares worth $3,654,114. Company insiders own 3.70% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on HUBS. Truist Financial reduced their target price on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 8th. BMO Capital Markets dropped their price target on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a research note on Friday, May 8th. KeyCorp cut their price objective on HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Morgan Stanley reduced their price objective on HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Finally, UBS Group reiterated a “buy” rating on shares of HubSpot in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $307.86.

HubSpot Price Performance

NYSE HUBS opened at $205.38 on Friday. The firm’s fifty day moving average price is $200.86 and its 200 day moving average price is $238.49. HubSpot, Inc. has a 12 month low of $169.63 and a 12 month high of $568.16. The company has a market capitalization of $10.52 billion, a price-to-earnings ratio of 107.53, a price-to-earnings-growth ratio of 2.07 and a beta of 1.22.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, beating analysts’ consensus estimates of $2.47 by $0.25. The firm had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.84 earnings per share. 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, sell-side analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current year.

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.