What is the 13F Pro Quality Score for HUBS?

13F Pro ranks HUBSPOT INC (HUBS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HUBS's current score at https://13fpro.ai/company/HUBS (free sign-up required for the full ranking).

Which hedge funds own the most HUBS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of HUBS include PRICE T ROWE ASSOCIATES /MD/, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/HUBS as soon as new 13F filings post.

Where does 13F Pro source HUBS data?

All HUBSPOT INC fundamentals and ownership data come directly from SEC EDGAR. HUBSPOT INC files with the SEC under CIK 1404655. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HUBS in?

HUBSPOT INC (HUBS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives HUBS's revenue?

Per HUBSPOT INC's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Subscription ($894.0M, +20% YoY); Professional services and other ($17.7M, +8% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/HUBS.

What are HUBS's largest expenses?

HUBSPOT INC's latest 10-Q reports these as the largest expense items: Sales and marketing ($397.7M, +17% YoY); Research and development ($225.8M, -5% YoY); Cost of subscription revenue ($146.0M, +37% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is HUBS research updated on 13F Pro?

HUBS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

HUBSPOT INC(HUBS)Stock Analysis

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13F Pro Quality Score

70.4/100

Rank #222 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

81.3/100

Profitability

60.0/100

Balance Sheet

65.4/100

Earnings Quality

94.2/100

Free Cash Flow

76.8/100

Institutional Flow

75.4/100

Revenue Scale

72.5/100

Dilution Risk

10.8/100

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Why HUBS Scores 70/100

exact factor attribution · 2026-09-11

HUBS's composite is driven by revenue growth and earnings quality, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.3 pts

81th pct

Earnings quality

+4.4 pts

94th pct

Free cash flow

+4.0 pts

77th pct

Scale

+3.4 pts

73th pct

Capital efficiency

+1.5 pts

65th pct

Profitability

+1.5 pts

60th pct

Institutional flow

+1.3 pts

75th pct

Earnings growth

+0.0 pts

51th pct

Shareholder dilution

-2.0 pts

11th pct

Latest change (2026-08-05): 58 → 58 · ↓ Revenue growth 81→66; despite ↑ Institutional flow 57→95

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

HUBS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for HUBSPOT INC (HUBS), a Technology sector company. 13F Pro's AI-powered ranking engine scores HUBS at 70.4/100 on a 32-signal composite quality model, placing it at rank #222 of 2,961 stocks — the top 10% of the AI-ranked universe. HUBS scores in the top quartile across earnings quality (94.2), revenue growth (81.3), free cash flow (76.8). Shareholder dilution risk is elevated at 10.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), HUBSPOT INC reports quarterly revenue of $911.7M, net income of $43.3M, an operating margin of 4.8%. Top institutional holders of HUBS by reported 13-F value include PRICE T ROWE ASSOCIATES, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HUBS trades on the NYSE exchange and files with the SEC under CIK 1404655. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HUBS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HUBSPOT INC directly from SEC EDGAR. HUBSPOT INC's 13F Pro composite quality score has ranged between 43 and 72 since 2021, currently 70.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about HUBSPOT INC

Quirks, history, and lore behind HUBS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. software company · mid-cap · listed on NYSE · headquartered in Massachusetts.
2
The Numbers
Annual revenue around $2 billion, growing at a healthy clip, with a customer base of over 200,000 businesses worldwide — almost all of them small and mid-sized.
3
The History
Founded in 2006 by two MIT classmates who wrote their graduate theses on the idea that the old playbook of cold calls and banner ads was dead.
4
The Secret
The company practically coined the term for its own methodology — the idea that businesses should attract customers with useful content rather than interrupt them with ads.
5
The Lore
Its free CRM product became a Trojan horse that pulled millions of users into a broader platform, and its annual INBOUND conference draws tens of thousands of marketers like a pilgrimage.
6
The Giveaway
The company that put inbound marketing on the map sells an all-in-one marketing, sales, and service platform — and its orange sprocket logo is basically the mascot of every scrappy startup's growth team.

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What's Driving HUBS's Business? Latest 10-Q Breakdown

✓ 28/28 datapoints verified

AI-extracted from HUBSPOT INC's 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

HubSpot Q2 revenue grew 20% YoY to $911.7M, driven by customer base expansion to 306,446 and ARPU growth, with net income of $43.3M versus a loss of $3.3M in Q2 2025.

Biggest Revenue Drivers

Subscription$894.0M+20% YoY

Increase in Customers to 306,446 and ARPU growth from $11,310 to $11,800, driven by adoption of Professional and Enterprise products and favorable FX translation.

Professional services and other$17.7M+8% YoY

Driven by Payments growth from higher payment volume and merchant activity.

Biggest Revenue Drivers

Total revenue: $911.7M+20% YoY

Subscription$894.0M+20% YoY

Increase in Customers to 306,446 and ARPU growth from $11,310 to $11,800, driven by adoption of Professional and Enterprise products and favorable FX translation.

Professional services and other$17.7M+8% YoY

Driven by Payments growth from higher payment volume and merchant activity.

Largest Expense Items

Sales and marketing$397.7M+17% YoY

Increased headcount in sales and marketing, higher Solutions Partner commissions, increased marketing programs, and AI-enabled tools adoption.

Research and development$225.8M-5% YoY

Decrease primarily from lower share-based payment expense, partially offset by increased AI tools usage and allocated overhead.

Cost of subscription revenue$146.0M+37% YoY

Increase from higher subscription and hosting costs to support 306,446 customer base, AI-enabled tools expansion, and amortization of capitalized software development costs.

General and administrative$82.9M-2% YoY

Decrease primarily from lower share-based payment expense, offset by increased customer credit card fees and professional fees.

Margins: Gross margin of 82% remained consistent year-over-year, despite 37% increase in subscription cost of revenue, reflecting strong operational leverage. Operating margin improved significantly to 5% in Q2 2026 from a loss in Q2 2025, demonstrating the company's path toward sustainable profitability.

Watch Items from the Filing

Concentration in cloud infrastructure: majority of platform functions served from AWS in US and Europe; any disruption from AWS could impair ability to deliver platform and result in customer dissatisfaction and revenue loss.
International exposure: 49% of revenues from outside US; 41% from outside Americas; exposed to foreign currency fluctuations and FX headwinds could reduce reported revenue growth.
Accumulated deficit of $678.0M as of June 30, 2026; company achieved net income of $75.9M for six months ended June 30, 2026 but management believes release of valuation allowance on US federal deferred tax assets remains uncertain.
Share repurchase commitments: $257.1M remaining on February 2026 program and $1.0B authorized in August 2026; total $1.257B committed to buybacks could constrain liquidity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$911.7M

Net Income

Q2 2026

$43.3M

Free Cash Flow

Q2 2026

$203.1M

Operating Margin

Q2 2026

4.8%

ROIC

Q2 2026

10.5%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.2% YoY

$3.13BFY 2025

FY22 $1.73BFY23 $2.17BFY24 $2.63BFY25 $3.13B

Net Income

+892.0% YoY

$45.9MFY 2025

FY22 $-107.3MFY23 $-164.5MFY24 $4.6MFY25 $45.9M

Operating Income

+110.9% YoY

$7.4MFY 2025

FY22 $-102.9MFY23 $-200.9MFY24 $-67.6MFY25 $7.4M

EPS (Diluted)

+855.6% YoY

$0.86FY 2025

FY22 $-2.23FY23 $-3.30FY24 $0.09FY25 $0.86

Total Assets

+1.5% YoY

$3.85BFY 2025

FY22 $2.54BFY23 $3.07BFY24 $3.80BFY25 $3.85B

Op. Cash Flow

+27.1% YoY

$760.7MFY 2025

FY22 $273.2MFY23 $351.0MFY24 $598.6MFY25 $760.7M

Free Cash Flow

+26.2% YoY

$707.6MFY 2025

FY22 $235.7MFY23 $317.3MFY24 $560.7MFY25 $707.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.13B +19.2%	$2.63B +21.1%	$2.17B +25.4%	$1.73B +33.1%	$1.30B +47.3%	$883.0M
Net Income	$45.9M +892.0%	$4.6M +102.8%	$-164.5M -53.3%	$-107.3M -37.9%	$-77.8M +8.5%	$-85.0M
Operating Income	$7.4M +110.9%	$-67.6M +66.4%	$-200.9M -95.3%	$-102.9M -87.7%	$-54.8M -7.8%	$-50.8M
EPS (Diluted)	$0.86 +855.6%	$0.09 +102.7%	$-3.30 -48.0%	$-2.23 -34.3%	$-1.66 +12.6%	$-1.90
Total Assets	$3.85B +1.5%	$3.80B +23.6%	$3.07B +20.7%	$2.54B +17.0%	$2.17B +10.2%	$1.97B
Operating Cash Flow	$760.7M +27.1%	$598.6M +70.6%	$351.0M +28.5%	$273.2M +14.4%	$238.7M +168.5%	$88.9M
Free Cash Flow	$707.6M +26.2%	$560.7M +76.7%	$317.3M +34.6%	$235.7M +12.3%	$210.0M +306.7%	$51.6M

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Available Research

13F Pro tracks comprehensive data for HUBSPOT INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HUBS

PRICE T ROWE ASSOCIATES INC /MD/
$797.7M4,370,465 sh
BlackRock, Inc.
$631.4M3,459,461 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$458.3M2,511,352 sh
AQR CAPITAL MANAGEMENT LLC
$441.3M2,418,126 sh
VANGUARD CAPITAL MANAGEMENT LLC
$406.4M2,226,554 sh
TWO SIGMA INVESTMENTS, LP
$332.1M1,819,744 sh
FMR LLC
$308.9M1,692,362 sh
Pictet Asset Management Holding SA
$302.2M1,655,750 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$240.9M1,320,054 sh
STATE TREASURER STATE OF MICHIGAN
$217.0M1,188,887 sh

Fund	Value	Shares
PRICE T ROWE ASSOCIATES INC /MD/	$797.7M	4,370,465
BlackRock, Inc.	$631.4M	3,459,461
VANGUARD PORTFOLIO MANAGEMENT LLC	$458.3M	2,511,352
AQR CAPITAL MANAGEMENT LLC	$441.3M	2,418,126
VANGUARD CAPITAL MANAGEMENT LLC	$406.4M	2,226,554
TWO SIGMA INVESTMENTS, LP	$332.1M	1,819,744
FMR LLC	$308.9M	1,692,362
Pictet Asset Management Holding SA	$302.2M	1,655,750
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$240.9M	1,320,054
STATE TREASURER STATE OF MICHIGAN	$217.0M	1,188,887

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Is HUBS a good stock to buy?

13F Pro's AI-powered analysis of HUBSPOT INC (HUBS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HUBS are available on the HUBS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HUBS is classified as a large company.

Which hedge funds own HUBS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HUBS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HUBSPOT INC's investment landscape.