HubSpot, Inc.
US ˙ NYSE ˙ US4435731009

SecurityHUBS / HubSpot, Inc.
InstitutionBailard, Inc.
Latest Disclosed Ownership8,926 shares
Latest Disclosed Value $ 2,178,958
Bailard, Inc. reports 9.09% decrease in ownership of HUBS / HubSpot, Inc.

On May 11, 2026 - Bailard, Inc. filed a 13F-HR form disclosing ownership of 8,926 shares of HubSpot, Inc. (US:HUBS) valued at $2,178,837 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 9,819 shares of HubSpot, Inc.. This represents a change in shares of -9.09% during the quarter. The current value of the position is $1,985,589 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F HUBSPOT COM 443573100 8,926 -893 -9.09 2,179 -44.72 0.0501
2026-02-04 2025-12-31 13F HUBSPOT COM 443573100 9,819 74 0.76 3,940 -13.56 0.0872
2025-10-30 2025-09-30 13F HUBSPOT COM 443573100 9,745 -448 -4.40 4,559 -19.65 0.0991
2025-08-08 2025-06-30 13F HUBSPOT COM 443573100 10,193 -1,709 -14.36 5,674 -16.56 0.1323
2025-05-02 2025-03-31 13F HUBSPOT COM 443573100 11,902 -222 -1.83 6,799 -19.51 0.1755
2025-02-05 2024-12-31 13F HUBSPOT COM 443573100 12,124 1,067 9.65 8,448 43.73 0.2159
2024-10-30 2024-09-30 13F HUBSPOT COM 443573100 11,057 -2,058 -15.69 5,878 -24.02 0.1530
2024-07-25 2024-06-30 13F HUBSPOT COM 443573100 13,115 2,779 26.89 7,735 19.44 0.2131
2024-05-08 2024-03-31 13F HUBSPOT COM 443573100 10,336 1,650 19.00 6,476 28.44 0.1787
2024-02-02 2023-12-31 13F HUBSPOT COM 443573100 8,686 -1,185 -12.00 5,043 3.72 0.1494
2023-10-24 2023-09-30 13F HUBSPOT COM 443573100 9,871 -996 -9.17 4,861 -15.93 0.1610
2023-07-20 2023-06-30 13F HUBSPOT COM 443573100 10,867 3,347 44.51 5,782 79.34 0.2022
2023-05-08 2023-03-31 13F HUBSPOT COM 443573100 7,520 905 13.68 3,224 68.62 0.1155
2023-02-02 2022-12-31 13F HUBSPOT COM 443573100 6,615 50 0.76 1,913 7.84 0.0729
2022-10-18 2022-09-30 13F HUBSPOT COM 443573100 6,565 -95 -1.43 1,773 -11.44 0.0733
2022-07-27 2022-06-30 13F HUBSPOT COM 443573100 6,660 -66 -0.98 2,002 -37.32 0.0788
2022-04-25 2022-03-31 13F HUBSPOT COM 443573100 6,726 -209 -3.01 3,194 -30.12 0.1074
2022-02-10 2021-12-31 13F HUBSPOT COM 443573100 6,935 2,420 53.60 4,571 49.72 0.1457
2021-11-15 2021-09-30 13F HUBSPOT COM 443573100 4,515 0 0.00 3,053 16.04 0.1043
2021-08-13 2021-06-30 13F HUBSPOT COM 443573100 4,515 0 0.00 2,631 28.28 0.0909
2021-05-13 2021-03-31 13F HUBSPOT COM 443573100 4,515 -32 -0.70 2,051 13.75 0.0760
2021-02-03 2020-12-31 13F HUBSPOT COM 443573100 4,547 72 1.61 1,803 37.84 0.0822
2020-11-10 2020-09-30 13F HUBSPOT COM 443573100 4,475 0 0.00 1,308 30.28 0.0677
2020-08-12 2020-06-30 13F HUBSPOT COM 443573100 4,475 0 0.00 1,004 68.46 0.0561
2020-04-16 2020-03-31 13F HUBSPOT COM 443573100 4,475 -1,800 -28.69 596 -40.10 0.0424
2020-01-31 2019-12-31 13F HUBSPOT COM 443573100 6,275 0 0.00 995 4.63 0.0561
2019-10-18 2019-09-30 13F HUBSPOT COM 443573100 6,275 75 1.21 951 -10.03 0.0575
2019-07-26 2019-06-30 13F HUBSPOT COM 443573100 6,200 -7,400 -54.41 1,057 -53.23 0.0646
2019-04-24 2019-03-31 13F HUBSPOT COM 443573100 13,600 -5,550 -28.98 2,260 -6.15 0.1402
2019-02-05 2018-12-31 13F HUBSPOT COM 443573100 19,150 -4,650 -19.54 2,408 -32.98 0.1628
2018-11-13 2018-09-30 13F HUBSPOT COM 443573100 23,800 -1,700 -6.67 3,593 12.35 0.2101
2018-08-08 2018-06-30 13F HUBSPOT COM 443573100 25,500 -1,100 -4.14 3,198 11.00 0.1905
2018-05-07 2018-03-31 13F HUBSPOT COM 443573100 26,600 -1,400 -5.00 2,881 16.40 0.1839
2018-02-08 2017-12-31 13F HUBSPOT COM 443573100 28,000 28,000 2,475 0.1558
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.