HubSpot, Inc. (HUBS): A Bull Case Theory
We came across a bullish thesis on HubSpot, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on HUBS.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Durable Capital Partners Henry Ellenbogen | 600,539 | $334,278,024 | -30% | 2.53% |
2. | Two Sigma Advisors John Overdeck And David Siegel | 432,915 | $240,973,476 | +120% | 0.49% |
3. | AQR Capital Management Cliff Asness | 288,859 | $160,787,600 | -16% | 0.13% |
4. | GLG Partners Noam Gottesman | 249,155 | $138,687,147 | +564% | 0.26% |
5. | Millennium Management Israel Englander | 199,593 | $111,099,452 | +199% | 0.05% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$651.74 | 6 | $3,910.44 | 526,065 | 2024-04-24 | Filing | |
$612.97 | 5 | $3,064.85 | 526,059 | 2024-02-01 | Filing | |
$585.36 | 13 | $7,609.68 | 526,054 | 2023-12-27 | Filing | |
$349.69 | 402 | $140,575.38 | 1,511,447 | 2022-05-17 | Filing | |
$348.59 | 300 | $104,577.00 | 1,511,045 | 2022-05-17 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$543.07 | 8,500 | $4,616,095.00 | 522,435 | 2025-07-15 | Filing | |
$551.79 | 2,383 | $1,314,915.57 | 63,918 | 2025-07-02 | Filing | |
$551.79 | 615 | $339,350.85 | 41,086 | 2025-07-02 | Filing | |
$548.03 | 8,500 | $4,658,255.00 | 523,984 | 2025-06-17 | Filing | |
$600.00 | 119 | $71,400.00 | 42,855 | 2025-06-03 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,391,241 | $3,000,926,478 | 0.05% | |
2. | 3,620,823 | $2,015,458,661 | 0.04% | |
3. | 3,573,295 | $1,989,010,038 | 0.13% | |
4. | 2,313,627 | $1,287,834,225 | 0.07% | |
5. | 1,828,737 | $1,017,929,875 | 0.18% |