Vinva Investment Management Ltd Grows Stock Position in HubSpot, Inc. $HUBS

Vinva Investment Management Ltd increased its holdings in HubSpot, Inc. (NYSE:HUBS) by 277.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 19,232 shares of the software maker’s stock after acquiring an additional 14,136 shares during the quarter. Vinva Investment Management Ltd’s holdings in HubSpot were worth $8,997,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of HUBS. Fifth Third Bancorp increased its position in HubSpot by 2.5% in the third quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock worth $503,000 after buying an additional 26 shares in the last quarter. Insigneo Advisory Services LLC lifted its holdings in HubSpot by 6.3% in the 2nd quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock worth $262,000 after purchasing an additional 28 shares in the last quarter. GPS Wealth Strategies Group LLC lifted its holdings in HubSpot by 5.7% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock worth $244,000 after purchasing an additional 28 shares in the last quarter. Bessemer Group Inc. boosted its stake in HubSpot by 9.1% in the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock worth $156,000 after purchasing an additional 28 shares during the period. Finally, Asset Dedication LLC grew its holdings in HubSpot by 27.1% during the 2nd quarter. Asset Dedication LLC now owns 136 shares of the software maker’s stock valued at $76,000 after buying an additional 29 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Insiders Place Their Bets

In related news, insider Erika Ashley Fisher sold 841 shares of the firm’s 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 transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the sale, the director directly owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 26,691 shares of company stock valued at $8,136,702. Corporate insiders own 4.00% of the company’s stock.

HubSpot Price Performance

Shares of HUBS stock opened at $296.27 on Monday. HubSpot, Inc. has a 1-year low of $207.20 and a 1-year high of $682.57. The company has a market cap of $15.63 billion, a price-to-earnings ratio of 340.54, a price-to-earnings-growth ratio of 4.42 and a beta of 1.40. The stock’s fifty day moving average price is $298.56 and its 200 day moving average price is $389.07.

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

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on HUBS shares. BTIG Research cut their target price on shares of HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Zacks Research raised HubSpot from a “strong sell” rating to a “strong-buy” rating in a research report on Tuesday, February 17th. BMO Capital Markets reduced their price objective on shares of HubSpot from $385.00 to $285.00 and set an “outperform” rating on the stock in a research report on Thursday, February 12th. UBS Group reiterated an “overweight” rating on shares of HubSpot in a research report on Thursday, February 12th. Finally, Argus decreased their price target on shares of HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, HubSpot has an average rating of “Moderate Buy” and a consensus target price of $454.20.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near‑term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot (NYSE:HUBS) Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long‑term but mixed for near‑term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair‑value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

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.