HubSpot, Inc. $HUBS Position Lowered by Sei Investments Co.

Sei Investments Co. reduced its position in HubSpot, Inc. (NYSE:HUBS) by 16.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,672 shares of the software maker’s stock after selling 7,175 shares during the quarter. Sei Investments Co.’s holdings in HubSpot were worth $8,707,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of HUBS. Price T Rowe Associates Inc. MD lifted its holdings in HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. Capital World Investors bought a new stake in shares of HubSpot in the 4th quarter valued at approximately $259,930,000. AQR Capital Management LLC increased its holdings in shares of HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares during the last quarter. Pictet Asset Management Holding SA raised its position in shares of HubSpot by 32.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after acquiring an additional 476,740 shares in the last quarter. Finally, Alyeska Investment Group L.P. raised its position in shares of HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after acquiring an additional 449,864 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Activity

In other news, CTO Dharmesh Shah bought 10,000 shares of HubSpot stock in a transaction on Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the purchase, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. This trade represents a 0.78% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the transaction, the director directly owned 85,000 shares of the company’s stock, valued at $18,792,650. The trade was a 9.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 25,500 shares valued at $5,316,835. 3.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on HUBS. Canaccord Genuity Group set a $335.00 price objective on shares of HubSpot in a report on Friday, May 8th. Jefferies Financial Group reissued a “buy” rating and set a $250.00 target price on shares of HubSpot in a report on Friday, May 8th. Raymond James Financial restated an “outperform” rating and issued a $250.00 price target on shares of HubSpot in a research report on Friday, May 8th. Barclays lowered their price objective on shares of HubSpot from $300.00 to $270.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Finally, BNP Paribas Exane lowered shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price objective on the stock. in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, HubSpot presently has a consensus rating of “Moderate Buy” and an average price target of $307.86.

HubSpot Price Performance

Shares of NYSE HUBS opened at $237.44 on Monday. The firm has a market capitalization of $12.16 billion, a PE ratio of 124.31, a P/E/G ratio of 2.59 and a beta of 1.19. HubSpot, Inc. has a 1-year low of $169.63 and a 1-year high of $541.53. The business’s fifty day moving average price is $204.10 and its two-hundred day moving average price is $232.35.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company’s revenue for the quarter was up 23.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Equities research analysts expect that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

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.