HubSpot, Inc. $HUBS Shares Sold by Clearbridge Investments LLC

Posted by Brenda Bartman on Jun 8th, 2026

Clearbridge Investments LLC lessened its position in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 12.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 573,651 shares of the software maker’s stock after selling 78,488 shares during the quarter. Clearbridge Investments LLC’s holdings in HubSpot were worth $230,206,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in HUBS. Geode Capital Management LLC increased its stake in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares during the period. OFI Invest Asset Management increased its stake in HubSpot by 130.2% in the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock valued at $39,978,000 after purchasing an additional 56,348 shares during the period. Slow Capital Inc. increased its stake in HubSpot by 35.9% in the fourth quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock valued at $7,470,000 after purchasing an additional 4,913 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in HubSpot by 65.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after buying an additional 17,713 shares during the period. Finally, Danica Pension Livsforsikringsaktieselskab increased its stake in HubSpot by 20.0% in the 4th quarter. Danica Pension Livsforsikringsaktieselskab now owns 255,923 shares of the software maker’s stock valued at $102,702,000 after buying an additional 42,718 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insider Activity at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $220.00, for a total transaction of $1,870,000.00. Following the sale, the director directly owned 353,500 shares in the company, valued at approximately $77,770,000. The trade was a 2.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Dharmesh Shah bought 10,000 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were bought at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the completion of the transaction, the chief technology officer directly owned 1,295,400 shares in the company, valued at approximately $234,946,698. This represents a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 26,207 shares worth $6,233,049. Company insiders own 3.70% of the company’s stock.

HubSpot Stock Performance

Shares of NYSE HUBS opened at $211.90 on Monday. The firm has a market capitalization of $10.85 billion, a P/E ratio of 110.94, a PEG ratio of 2.33 and a beta of 1.21. HubSpot, Inc. has a one year low of $173.25 and a one year high of $610.61. The company’s fifty day moving average is $218.71 and its two-hundred day moving average is $283.10.

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

Wall Street Analysts Forecast Growth

HUBS has been the topic of several recent research reports. KeyCorp dropped their price objective on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Morgan Stanley dropped their price objective on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Piper Sandler dropped their price objective on shares of HubSpot from $260.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. JPMorgan Chase & Co. dropped their price objective on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Finally, Citigroup cut shares of HubSpot from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $321.00 to $230.00 in a research note on Friday, May 8th. Twenty-two equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $311.00.

View Our Latest Stock Report on HUBS

HubSpot Company Profile

(Free Report)

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.