Ardmore Road Asset Management LP Raises Holdings in HubSpot, Inc. $HUBS

Ardmore Road Asset Management LP increased its holdings in HubSpot, Inc. (NYSE:HUBS) by 108.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 125,800 shares of the software maker’s stock after buying an additional 65,409 shares during the period. HubSpot comprises approximately 2.0% of Ardmore Road Asset Management LP’s investment portfolio, making the stock its 16th biggest holding. Ardmore Road Asset Management LP’s holdings in HubSpot were worth $30,708,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of HUBS. Rakuten Securities Inc. increased its holdings in shares of HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares during the period. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot in the 3rd quarter worth $25,000. Osterweis Capital Management Inc. purchased a new stake in shares of HubSpot during the 2nd quarter worth $34,000. Cary Street Partners Investment Advisory LLC purchased a new stake in shares of HubSpot during the 4th quarter worth $33,000. Finally, Larson Financial Group LLC boosted its position in HubSpot by 378.9% during the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after purchasing an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

HubSpot News Summary

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

Insider Activity at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the completion of the sale, the director directly owned 93,500 shares in the company, valued at approximately $17,243,270. The trade was a 8.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Lorrie M. Norrington acquired 1,313 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were bought at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the acquisition, the director directly owned 2,838 shares of the company’s stock, valued at approximately $540,411.96. The trade was a 86.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have bought 14,063 shares of company stock worth $2,585,781 and have sold 17,915 shares worth $3,654,114. 3.70% of the stock is currently owned by company insiders.

HubSpot Stock Performance

Shares of HUBS stock opened at $205.38 on Monday. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $568.16. The firm has a market capitalization of $10.52 billion, a price-to-earnings ratio of 107.53, a PEG ratio of 2.24 and a beta of 1.22. The stock’s 50-day simple moving average is $200.86 and its 200-day simple moving average is $237.50.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data 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 firm had revenue of $881.00 million for the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company’s revenue for the quarter was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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, equities analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Sanford C. Bernstein set a $381.00 target price on HubSpot in a research note on Friday, May 8th. The Goldman Sachs Group reissued a “buy” rating and set a $382.00 price target on shares of HubSpot in a research report on Friday, May 8th. Wells Fargo & Company restated an “equal weight” rating and issued a $225.00 price target (down from $300.00) on shares of HubSpot in a report on Monday, July 20th. Piper Sandler cut their price objective on shares of HubSpot from $260.00 to $250.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Finally, BMO Capital Markets reduced their price objective 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. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $307.86.

HubSpot 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.