HubSpot, Inc. $HUBS Shares Acquired by Assetmark Inc.

Assetmark Inc. lifted its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 30.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,473 shares of the software maker’s stock after purchasing an additional 4,124 shares during the quarter. Assetmark Inc.’s holdings in HubSpot were worth $7,012,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Fifth Third Bancorp raised its position in shares of HubSpot by 2.5% during the 3rd quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock worth $503,000 after purchasing an additional 26 shares during the period. GPS Wealth Strategies Group LLC raised its position in shares of HubSpot by 5.7% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock worth $244,000 after purchasing an additional 28 shares during the period. Bessemer Group Inc. raised its position in shares of HubSpot by 9.1% during the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock worth $156,000 after purchasing an additional 28 shares during the period. Bouvel Investment Partners LLC raised its position in shares of HubSpot by 1.7% during the 3rd quarter. Bouvel Investment Partners LLC now owns 1,768 shares of the software maker’s stock worth $827,000 after purchasing an additional 29 shares during the period. Finally, National Bank of Canada FI raised its position in shares of HubSpot by 8.6% during the 3rd quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock worth $177,000 after purchasing an additional 30 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on HUBS. Morgan Stanley reiterated an “overweight” rating on shares of HubSpot in a research report on Thursday, February 12th. BTIG Research lowered their target price on HubSpot from $500.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Oppenheimer lowered their target price on HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Wells Fargo & Company lowered their target price on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Finally, Citigroup restated a “buy” rating on shares of HubSpot in a research report on Friday, April 10th. Twenty-seven analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $422.31.

HubSpot Stock Performance

Shares of NYSE HUBS opened at $222.78 on Friday. The stock has a fifty day moving average price of $244.64 and a two-hundred day moving average price of $337.21. The firm has a market cap of $11.75 billion, a P/E ratio of 256.07, a PEG ratio of 3.08 and a beta of 1.44. HubSpot, Inc. has a 1 year low of $187.45 and a 1 year high of $682.57.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The firm’s quarterly revenue was up 20.4% on a year-over-year basis. During the same period last year, the company posted $2.32 EPS. On average, research analysts predict that HubSpot, Inc. will post 1.01 earnings per share for the current fiscal year.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Stifel Nicolaus put a buy on HUBS — another institutional endorsement that can support investor confidence and buying interest. HubSpot (HUBS) Gets a Buy from Stifel Nicolaus
• Positive Sentiment: Truist Securities raised its price target to $900 and maintained a buy — a very aggressive target that signals strong bullish expectations and could draw momentum buyers. Truist Securities lifts HubSpot stock target to $900
• Positive Sentiment: RBC reaffirmed an “outperform” rating and $400 target — another buy-side vote that supports upside vs. current levels. Royal Bank Of Canada reaffirms outperform on HubSpot
• Positive Sentiment: New integrations and partner wins — Reddit beta integration and a customer reaching Diamond partner status strengthen HubSpot’s ecosystem, which helps retention and platform adoption. Reddit Launches HubSpot Beta Integration
• Neutral Sentiment: HubSpot expanded its AI suite (AEO, Prospecting/Customer Agents, Smart Deal Progression) at Spotlight 2026 — product innovation that could drive long‑term growth but also raises near‑term questions on monetization and valuation. HubSpot Expands AI Suite Raising Questions On Growth And Valuation
• Neutral Sentiment: Technical/analytics coverage highlights data-integration capabilities (ODBC drivers) that support enterprise analytics use cases—positive for product stickiness but not an immediate revenue catalyst. HubSpot Data Integration: Top ODBC Drivers
• Neutral Sentiment: Analyst commentaries gathered in a roundup offer mixed views — useful for context but not a single catalytic call. Analysts Offer Insights on HubSpot
• Negative Sentiment: Zacks downgraded HubSpot from “strong-buy” to “hold,” which could pressure near‑term sentiment and selling from investors who follow that outlet. Zacks downgrades HubSpot

Insiders Place Their Bets

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction on 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 directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction on 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 transaction, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 26,691 shares of company stock valued at $7,250,662. 4.00% of the stock is currently owned by corporate insiders.

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.