Slow Capital Inc. Purchases 4,913 Shares of HubSpot, Inc. $HUBS

Slow Capital Inc. increased its position in HubSpot, Inc. (NYSE:HUBS) by 35.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,615 shares of the software maker’s stock after purchasing an additional 4,913 shares during the quarter. Slow Capital Inc.’s holdings in HubSpot were worth $7,470,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Thrivent Financial for Lutherans grew its position in shares of HubSpot by 23.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock worth $11,128,000 after buying an additional 4,559 shares during the period. Rakuten Investment Management Inc. purchased a new position in HubSpot during the 3rd quarter valued at about $48,548,000. Nordea Investment Management AB lifted its position in HubSpot by 34.9% during the 3rd quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock valued at $10,148,000 after acquiring an additional 5,595 shares during the period. OFI Invest Asset Management boosted its stake in HubSpot by 130.2% during the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after acquiring an additional 56,348 shares in the last quarter. Finally, Triasima Portfolio Management inc. bought a new stake in HubSpot during the third quarter worth about $2,079,000. 90.39% of the stock is currently owned by institutional investors.

Insider Activity at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director directly owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the sale, the insider directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 26,691 shares of company stock worth $7,250,662 over the last ninety days. 4.00% of the stock is currently owned by insiders.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and a $400 price target on HUBS, signaling strong analyst conviction and a large implied upside versus the current level. This can attract buyers and support the rally. Read More.
• Positive Sentiment: HubSpot announced a native Reddit integration (beta) to pull social conversations into marketing workflows — a capability that can improve campaign relevance, expand data sources for marketers and increase product stickiness. Read More.
• Positive Sentiment: Broad Spring 2026 product push (AEO, AI agents, Smart Deal Progression and 100+ updates) highlights HubSpot’s AI roadmap and enterprise feature expansion — this supports growth narrative and cross-sell into larger accounts. Read More.
• Positive Sentiment: Partner ecosystem strengthening: Meticulosity reached HubSpot Diamond Solutions Partner status (top ~3%), underlining channel momentum and partner-led customer acquisition potential. Read More.
• Neutral Sentiment: Macro-driven “risk-on” sentiment (reports tying software rallies to easing geopolitical risk) helped software names broadly — a tailwind for HUBS but not company-specific fundamental news. Read More.
• Neutral Sentiment: Investor-oriented deep dives and transcripts (Seeking Alpha) reiterate HubSpot’s 2026 strategy and AI initiatives — useful for conviction but mostly confirmatory rather than news-driving. Read More.
• Negative Sentiment: Zacks downgraded HUBS from “strong-buy” to “hold,” which could add selling pressure for more cautious investors and partially offset positive analyst/release momentum. Read More.

HubSpot Stock Performance

Shares of HubSpot stock opened at $222.85 on Friday. The stock has a market capitalization of $11.75 billion, a PE ratio of 256.15, a price-to-earnings-growth ratio of 3.02 and a beta of 1.44. HubSpot, Inc. has a 52-week low of $187.45 and a 52-week high of $682.57. The company has a 50-day simple moving average of $244.84 and a two-hundred day simple moving average of $340.19.

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

Analyst Ratings Changes

A number of brokerages have weighed in on HUBS. JPMorgan Chase & Co. decreased their target price on shares of HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a research note on Thursday, February 12th. Truist Financial dropped their price target on HubSpot from $650.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Mizuho cut their price target on HubSpot from $550.00 to $300.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. BMO Capital Markets reduced their price objective on HubSpot from $385.00 to $285.00 and set an “outperform” rating for the company in a research report on Thursday, February 12th. Finally, Wall Street Zen upgraded HubSpot from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 11th. Twenty-seven research 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $422.31.

About HubSpot

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.