Penserra Capital Management LLC Purchases 2,650 Shares of HubSpot, Inc. $HUBS

Penserra Capital Management LLC increased its position in shares of HubSpot, Inc. (NYSE:HUBS) by 54.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,480 shares of the software maker’s stock after acquiring an additional 2,650 shares during the quarter. Penserra Capital Management LLC’s holdings in HubSpot were worth $3,498,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Goodman Advisory Group LLC acquired a new position in HubSpot during the 2nd quarter valued at about $27,000. Whittier Trust Co. lifted its holdings in HubSpot by 136.4% in the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock valued at $29,000 after buying an additional 30 shares during the period. Rakuten Securities Inc. boosted its stake in HubSpot by 783.3% in the second 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 last quarter. Exane Asset Management bought a new position in HubSpot in the third quarter valued at approximately $30,000. Finally, Westside Investment Management Inc. grew its holdings in HubSpot by 80.5% during the 3rd quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock worth $33,000 after acquiring an additional 33 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Recent fundamentals: HUBS posted a quarterly revenue and EPS beat in November (revenue up ~21% year/year; EPS beat). That prior outperformance remains a positive backdrop for investors looking past short-term volatility.
• Neutral Sentiment: Industry/market coverage: HubSpot appears in recent roundups and resources (TechTimes list of top marketing analytics software; Yahoo Finance company page), which can keep the name visible to buyers and analysts but are not immediate catalysts. Top 5 Best Marketing Analytics Software in 2026
• Neutral Sentiment: Upcoming earnings attention: Coverage noting HubSpot is projected to post earnings soon keeps the stock sensitive to guidance and beats/misses as a near-term catalyst. HubSpot Projected to Post Earnings
• Neutral Sentiment: Executive profile pieces (e.g., CEO Yamini Rangan interviews) increase visibility but are unlikely to move the stock materially on their own. CEO profile
• Negative Sentiment: Insider selling: Director Erika Ashley Fisher sold 841 shares on Feb 4 at ~$238 and 589 shares on Feb 3 at ~$251.88, totaling ~1,430 shares for roughly $348k of sales and reducing her ownership. Such clustered insider sales can spook investors and add selling pressure. SEC filing: SEC filing
• Negative Sentiment: Analyst price-target cut: Oppenheimer lowered its HubSpot price target from $550 to $350 (while keeping an “outperform” rating). The sizeable cut reduces the analyst-driven upside narrative and can weigh on sentiment. Benzinga
• Negative Sentiment: Sector/peer weakness: Market stories flagging declines across software names (Braze, DocuSign, HubSpot, Snowflake, PagerDuty) point to broader sentiment and rotation away from high-multiple software stocks today. Sector weakness roundup

HubSpot Stock Performance

Shares of HUBS stock opened at $223.43 on Friday. HubSpot, Inc. has a 52 week low of $223.01 and a 52 week high of $881.13. The company’s 50 day moving average price is $355.20 and its two-hundred day moving average price is $426.06. The company has a market capitalization of $11.71 billion, a P/E ratio of -2,792.88, a price-to-earnings-growth ratio of 5.79 and a beta of 1.44.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Thursday, November 6th. The software maker reported $2.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.58 by $0.08. HubSpot had a negative net margin of 0.12% and a positive return on equity of 1.21%. The company had revenue of $809.52 million during the quarter, compared to the consensus estimate of $786.80 million. During the same quarter in the prior year, the firm earned $2.18 earnings per share. The firm’s revenue was up 20.9% compared to the same quarter last year. Analysts forecast that HubSpot, Inc. will post 1.01 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on HUBS. Mizuho reduced their price target on HubSpot from $700.00 to $550.00 and set an “outperform” rating on the stock in a research report on Thursday, November 6th. Rothschild & Co Redburn restated a “neutral” rating and set a $450.00 target price (down previously from $610.00) on shares of HubSpot in a report on Monday, November 10th. Jefferies Financial Group decreased their target price on HubSpot from $650.00 to $560.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. BMO Capital Markets cut their price target on shares of HubSpot from $465.00 to $385.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of HubSpot in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $578.13.

Insiders Place Their Bets

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the sale, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 26,930 shares of company stock valued at $9,175,604. Company insiders own 4.00% 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.