HubSpot, Inc. $HUBS Shares Bought by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. grew its holdings in HubSpot, Inc. (NYSE:HUBS) by 2.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 329,389 shares of the software maker’s stock after acquiring an additional 7,327 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.66% of HubSpot worth $67,518,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Miller Financial Services LLC grew its stake in shares of HubSpot by 2.9% during the third quarter. Miller Financial Services LLC now owns 1,405 shares of the software maker’s stock worth $288,000 after acquiring an additional 40 shares during the last quarter. IFP Advisors Inc increased its holdings in shares of HubSpot by 16.2% during the third quarter. IFP Advisors Inc now owns 1,071 shares of the software maker’s stock valued at $220,000 after acquiring an additional 149 shares in the last quarter. Counterpoint Mutual Funds LLC purchased a new position in shares of HubSpot in the 3rd quarter valued at approximately $9,310,000. Riverbend Wealth Management LLC purchased a new position in shares of HubSpot in the 3rd quarter valued at approximately $313,000. Finally, Assenagon Asset Management S.A. raised its position in shares of HubSpot by 61.5% in the 3rd quarter. Assenagon Asset Management S.A. now owns 366,284 shares of the software maker’s stock valued at $75,081,000 after purchasing an additional 139,466 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the stock. Royal Bank Of Canada reiterated an “outperform” rating on shares of HubSpot in a research note on Tuesday, October 6th. Zacks Research lowered shares of HubSpot from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 12th. Needham & Company LLC restated a “buy” rating and set a $300.00 price target on shares of HubSpot in a research note on Tuesday, October 6th. Bank of America reaffirmed an “underperform” rating and issued a $200.00 price target on shares of HubSpot in a report on Thursday, August 6th. Finally, William Blair reiterated a “market perform” rating on shares of HubSpot in a research note on Tuesday, October 6th. Twelve investment analysts have rated the stock with a Buy rating, twenty have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, HubSpot presently has an average rating of “Hold” and an average price target of $264.97.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Software M&A speculation lifted sentiment: Salesforce’s agreement to acquire Braze—the third notable software deal in recent weeks—renewed expectations for consolidation and strategic acquisition interest across the cloud-software sector, benefiting HubSpot by association. Why HubSpot Stock Rallied Today
• Positive Sentiment: Technical momentum improved: HubSpot’s 50-day moving average recently moved above its 200-day average, creating a “golden cross.” Zacks characterized the pattern and the stock’s support level as constructive signals for momentum-oriented investors. HubSpot Golden Cross Analysis
• Positive Sentiment: Industry recognition supports the platform narrative: LeadG2 said HubSpot recognized it as a Professional Services Industry Specialist, offering a modest validation of HubSpot’s partner ecosystem and industry-focused CRM strategy. LeadG2 Recognized by HubSpot
• Neutral Sentiment: Quarterly results are approaching: HubSpot will report third-quarter 2026 results after the market closes on November 4, followed by a conference call. The event could become the next major catalyst as investors assess growth, margins and forward guidance. HubSpot to Announce Third-Quarter Results
• Negative Sentiment: Insider selling and analyst caution temper the rally: Director Brian Halligan sold 8,500 shares worth approximately $2.04 million, reducing his position by 12.5%. Separately, JPMorgan downgraded HubSpot to Hold and assigned a $240 price target, suggesting limited near-term upside after the recent advance. HubSpot Director Stock Sale JPMorgan Downgrades HubSpot
• Negative Sentiment: AI pricing requires careful management: Commentary warning about HubSpot’s new AI credit-swap system highlights potential customer concerns over usage costs and budgeting, though it does not represent a formal company guidance change. HubSpot AI Credit Swap Commentary

Insiders Place Their Bets

In other HubSpot news, Director Gerald Dischler acquired 925 shares of the company’s stock in a transaction dated Monday, August 10th. The shares were acquired at an average cost of $215.93 per share, with a total value of $199,735.25. Following the acquisition, the director directly owned 1,940 shares of the company’s stock, valued at approximately $418,904.20. The trade was a 91.13% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the completion of the sale, the director owned 59,500 shares in the company, valued at $14,254,415. The trade was a 12.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 26,202 shares of company stock valued at $6,155,159. 3.70% of the stock is owned by insiders.

HubSpot Stock Up 6.9%

Shares of NYSE:HUBS opened at $267.14 on Friday. HubSpot, Inc. has a 52-week low of $169.63 and a 52-week high of $497.96. The stock has a market cap of $13.32 billion, a price-to-earnings ratio of 78.58, a PEG ratio of 2.58 and a beta of 1.24. The business has a 50-day moving average price of $232.39 and a 200-day moving average price of $217.83.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. The firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%. The company’s revenue was up 19.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, equities analysts anticipate that HubSpot, Inc. will post 4.63 EPS for the current fiscal year.

About HubSpot

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.