HubSpot, Inc.
In the published model solve dated 2026-Q2, anchored at $251.70, HubSpot, Inc. (HUBS) is priced for today's economics sustained for ~28.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• HubSpot sells an all-in-one customer-relationship and marketing platform to small and mid-sized businesses on a subscription model, with subscription revenue roughly 98% of the total and gross margin around 84% [Source: company FY2025 10-K]. • The business is at a profitability inflection: revenue grew about 23% in the first quarter while non-GAAP operating margin guidance was raised to 21%, reaching the company's 2027 target a year early [Source: Q1 FY2026 results, 2026]. • The defining risk
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658 institutional managers reported holding HUBS in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 47%. 97 opened new positions that quarter. Held by Vanguard Group, T. Rowe Price, BlackRock, among others. On the short side, 6.3M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (3.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HUBS's share count grew 12.2% over the past five years even with $706.70M spent on repurchases. It pays no dividend. Cash returned over the past three years: $706.70M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HUBS over the trailing three years: 2023: 1 buy totaling $8k; 2024: 2 buys totaling $7k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HUBS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -15.0% | -5.1% |
| 2023-11-09 | -5.2% | +37.4% |
| 2024-02-15 | +0.8% | +6.7% |
| 2024-05-11 | -4.6% | -20.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HUBS's latest 8-K filings: 2026-06-16 (items 5.02, 5.07, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-04-01 (items 5.02, 7.01, 9.01); 2026-03-11 (items 5.03, 9.01); 2026-02-11 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.