ABN Amro Investment Solutions Decreases Holdings in HubSpot, Inc. $HUBS

ABN Amro Investment Solutions reduced its holdings in shares of HubSpot, Inc. (NYSE:HUBS) by 32.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 7,408 shares of the software maker’s stock after selling 3,482 shares during the period. ABN Amro Investment Solutions’ holdings in HubSpot were worth $1,808,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. National Bank of Canada FI lifted its position in HubSpot by 8.6% in the third quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock valued at $177,000 after purchasing an additional 30 shares during the period. Jackson Thornton Wealth Management LLC boosted its position in HubSpot by 6.6% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 691 shares of the software maker’s stock worth $274,000 after acquiring an additional 43 shares during the last quarter. Rakuten Securities Inc. boosted its position in HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares during the last quarter. Orion Porfolio Solutions LLC grew its stake in HubSpot by 2.9% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,784 shares of the software maker’s stock worth $994,000 after acquiring an additional 51 shares during the period. Finally, Elevation Point Wealth Partners LLC grew its stake in HubSpot by 3.3% in the 4th quarter. Elevation Point Wealth Partners LLC now owns 1,738 shares of the software maker’s stock worth $697,000 after acquiring an additional 55 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Lorrie M. Norrington bought 1,313 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the acquisition, the director directly owned 2,838 shares in the company, valued at $540,411.96. This represents a 86.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Yamini Rangan bought 2,750 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were bought at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the purchase, the chief executive officer owned 102,982 shares of the company’s stock, valued at approximately $19,550,102.88. The trade was a 2.74% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by corporate insiders.

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

HubSpot Stock Performance

Shares of HUBS stock opened at $205.38 on Friday. The stock has a market cap of $10.52 billion, a price-to-earnings ratio of 107.53, a P/E/G ratio of 2.07 and a beta of 1.22. The firm has a fifty day moving average of $200.86 and a 200-day 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 posted its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, beating the consensus estimate 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%. The company’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same quarter last year, the company posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, sell-side analysts predict that HubSpot, Inc. will post 4.39 earnings per share for the current year.

Analyst Ratings Changes

HUBS has been the subject of a number of research analyst reports. Royal Bank Of Canada dropped their price objective on shares of HubSpot from $400.00 to $350.00 and set an “outperform” rating for the company in a research note on Friday, May 8th. Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $225.00 price objective (down from $300.00) on shares of HubSpot in a research note on Monday. UBS Group reiterated a “buy” rating on shares of HubSpot in a report on Tuesday. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Finally, Mizuho reduced their price target on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $307.86.

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.