ABN Amro Investment Solutions Sells 3,482 Shares of HubSpot, Inc. $HUBS

ABN Amro Investment Solutions decreased its position in HubSpot, Inc. (NYSE:HUBS) by 32.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,408 shares of the software maker’s stock after selling 3,482 shares during the quarter. ABN Amro Investment Solutions’ holdings in HubSpot were worth $1,808,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in HUBS. Price T Rowe Associates Inc. MD boosted its holdings 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 last quarter. Capital World Investors purchased a new position in HubSpot in the 4th quarter valued at approximately $259,930,000. AQR Capital Management LLC raised its holdings 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 during the period. Pictet Asset Management Holding SA raised its holdings 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 during the period. Finally, Alyeska Investment Group L.P. lifted its position in shares of HubSpot by 408.1% during the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after acquiring an additional 449,864 shares in the last quarter. 90.39% of the stock is owned by institutional investors.

Key HubSpot News

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 related news, CEO Yamini Rangan purchased 2,750 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was acquired at an average price of $189.84 per share, with a total value of $522,060.00. Following the completion of the acquisition, the chief executive officer owned 102,982 shares in the company, valued at approximately $19,550,102.88. This represents a 2.74% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CTO Dharmesh Shah acquired 10,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was bought at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the acquisition, the chief technology officer owned 1,295,400 shares in the company, valued at approximately $234,946,698. This trade represents a 0.78% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders acquired 14,063 shares of company stock worth $2,585,781 and sold 17,915 shares worth $3,654,114. 3.70% of the stock is currently owned by corporate insiders.

HubSpot Stock Up 8.1%

HUBS stock opened at $205.38 on Friday. The firm has a market capitalization of $10.52 billion, a P/E ratio of 107.53, a price-to-earnings-growth ratio of 2.07 and a beta of 1.22. The company has a fifty day simple moving average of $200.86 and a two-hundred day simple moving average of $238.49. HubSpot, Inc. has a 52 week low of $169.63 and a 52 week high of $568.16.

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

Wall Street Analyst Weigh In

HUBS has been the subject of several analyst reports. Canaccord Genuity Group set a $335.00 price target on shares of HubSpot in a report on Friday, May 8th. Evercore set a $225.00 price target on shares of HubSpot in a research report on Friday, May 8th. KeyCorp lowered their price objective on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Barclays cut their price objective on shares of HubSpot from $300.00 to $270.00 and set an “overweight” rating for the company in a research note on Monday, May 11th. Finally, Mizuho reduced their price target on HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. One research 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 assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price 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.