Gabelli Funds LLC Acquires New Stake in HubSpot, Inc. $HUBS

Posted by Brenda Bartman on Jul 31st, 2026

Gabelli Funds LLC bought a new position in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,300 shares of the software maker’s stock, valued at approximately $1,050,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Arrowstreet Capital Limited Partnership boosted its stake in HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock valued at $220,559,000 after purchasing an additional 703,706 shares in the last quarter. Inceptionr LLC increased its position in shares of HubSpot by 70.5% during the 1st quarter. Inceptionr LLC now owns 3,583 shares of the software maker’s stock valued at $875,000 after purchasing an additional 1,481 shares during the period. Capula Management Ltd bought a new stake in shares of HubSpot in the 1st quarter worth $2,692,000. Globeflex Capital L P bought a new stake in shares of HubSpot in the 1st quarter worth $339,000. Finally, Cetera Investment Advisers lifted its holdings in shares of HubSpot by 9.3% in the first quarter. Cetera Investment Advisers now owns 6,109 shares of the software maker’s stock valued at $1,491,000 after buying an additional 520 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at HubSpot

In related news, CEO Yamini Rangan purchased 2,750 shares of the stock in a transaction dated Tuesday, May 12th. The shares were acquired at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the acquisition, the chief executive officer directly owned 102,982 shares in the company, valued at approximately $19,550,102.88. The trade was a 2.74% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lorrie M. Norrington purchased 1,313 shares of the stock in a transaction dated Monday, May 11th. The shares were bought at an average price of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the acquisition, the director 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 SEC filing for this purchase provides additional information. In the last 90 days, insiders acquired 14,063 shares of company stock valued at $2,585,781 and sold 26,415 shares valued at $5,533,379. 3.70% of the stock is owned by company insiders.

HubSpot Trading Down 7.2%

Shares of HubSpot stock opened at $233.11 on Friday. The stock has a 50-day moving average price of $203.39 and a 200 day moving average price of $233.33. The company has a market cap of $11.94 billion, a P/E ratio of 122.05, a P/E/G ratio of 2.74 and a beta of 1.22. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $541.53.

HubSpot (NYSE:HUBS – Get Free Report) last released its earnings results 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 company had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter in the previous year, the business 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, equities analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on HUBS shares. Truist Financial decreased their target price on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Wells Fargo & Company reiterated an “equal weight” rating and issued a $225.00 price target (down from $300.00) on shares of HubSpot in a research report on Monday, July 20th. Morgan Stanley cut their price target on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. BMO Capital Markets reduced their price objective on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a research report on Friday, May 8th. Finally, Evercore set a $225.00 price objective on shares of HubSpot in a research note 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 assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $307.86.

View Our Latest Stock Analysis on HubSpot

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.