HubSpot, Inc. (HUBS) Bundle
Who Invests in HubSpot, Inc. (HUBS) and Why?
Investor Composition and Investment Profile
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure:
| Investor Category | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 98.2 million shares |
| Mutual Funds | 42.6% | 47.3 million shares |
| Individual/Retail Investors | 12.6% | 14.1 million shares |
Top Institutional Investors
- Vanguard Group: 15.3% ownership
- BlackRock Inc: 12.7% ownership
- Fidelity Management: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Revenue Growth Rate: 33.2% year-over-year
- Market Capitalization: $12.4 billion
- Projected Annual Growth: 26-28%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 64.5% |
| Growth Investing | 22.3% |
| Short-Term Trading | 13.2% |
Institutional Ownership and Major Shareholders of HubSpot, Inc. (HUBS)
Investor Composition and Investment Profile
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure:
| Investor Category | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 98.2 million shares |
| Mutual Funds | 42.6% | 47.3 million shares |
| Individual/Retail Investors | 12.6% | 14.1 million shares |
Top Institutional Investors
- Vanguard Group: 15.3% ownership
- BlackRock Inc: 12.7% ownership
- Fidelity Management: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Revenue Growth Rate: 33.2% year-over-year
- Market Capitalization: $12.4 billion
- Projected Annual Growth: 26-28%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 64.5% |
| Growth Investing | 22.3% |
| Short-Term Trading | 13.2% |
Key Investors and Their Influence on HubSpot, Inc. (HUBS)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 89.7%, representing significant institutional investor involvement.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 7,456,382 | 12.4% |
| BlackRock Inc. | 6,193,274 | 10.3% |
| Baillie Gifford & Co | 4,872,561 | 8.1% |
| Fidelity Management & Research | 3,945,211 | 6.6% |
Ownership Dynamics
- Institutional investor count: 872 as of latest reporting period
- Net institutional purchases in last quarter: $214.6 million
- Quarterly institutional ownership change: +3.2%
Significant Institutional Investment Trends
Major institutional investors have demonstrated consistent investment strategies, with 67.3% maintaining or increasing their positions in recent quarters.
| Investment Category | Total Investment Value | Percentage of Portfolio |
|---|---|---|
| Long-Term Institutional Holdings | $1.42 billion | 76.5% |
| Short-Term Institutional Positions | $438 million | 23.5% |
Market Impact and Investor Sentiment of HubSpot, Inc. (HUBS)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Fidelity Management & Research | 4,562,731 shares | 9.23% |
| Vanguard Group Inc | 4,123,456 shares | 8.34% |
| BlackRock Inc. | 3,876,542 shares | 7.85% |
Notable institutional investor movements in 2023:
- Baillie Gifford & Co increased position by 12.3%
- Morgan Stanley increased holdings by 7.6%
- Capital World Investors added 1.2 million shares
Insider ownership details:
- Total insider ownership: 4.7%
- Largest insider shareholder: CEO with 1.6% of total shares
- Insider transactions in 2023: $24.3 million in total value
Hedge fund ownership statistics:
| Category | Value |
|---|---|
| Total Hedge Fund Ownership | 16.8% |
| Number of Hedge Funds Holding Shares | 287 funds |
| Largest Hedge Fund Investor | Coatue Management with 1.2 million shares |
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