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What smart money is saying about HubSpotUnited States flag

HUBS · Technology · Software - Application · Market cap $20.08B

1 fund in our archive has pitched HubSpot — most recently Aristotle Capital Large Cap Growth in June 2025.

Company profile

HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes marketing, sales, service, and content management systems, as well as integrated applications, such as search engine optimization, blogging, website content management, messaging, chatbots, social media, marketing automation, email, predictive lead scoring, sales productivity, knowledge base, commerce, conversation routing, video hosting, ticketing and helpdesk tools, customer NPS surveys, analytics, and reporting. It also offers professional services to educate and train customers on how to leverage its CRM platform, as well as phone and/or email and chat-based support services. The company serves mid-market business-to-business companies. HubSpot, Inc. was incorporated in 2005 and is headquartered in Cambridge, Massachusetts.

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2
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in HubSpot1 trimmed or exited.

Fund letters reporting a position in HubSpot, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20261010
Q2 20250001

Fund activity · 2 positions · 1 move

  • HoldsSpyglass Growth Strategy
    June 2026
    However, our research gives us confidence that by integrating tools like AI agents into its products, HubSpot will ultimately prove to be a net beneficiary of AI, by offering a superior value proposition to its customers.
    Read the letterHubSpot
  • TrimmedBrown Advisory Mid‑Cap Growth
    March 2026
    We also reduced the weights of Hubspot, Inc (HUBS), Dynatrace, Inc (DT) and CoStar Group, Inc (CSGP).
    Read the letterHubSpot

Fund coverage · 1 thesis

  • Aristotle Capital Large Cap Growth
    June 2025

    HubSpot is a cloud-based CRM platform designed to enhance customer experiences through integrated marketing, sales, and service tools, with strong growth potential in the SMB market and a focus on AI-driven automation.

    Read the full thesis

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