HUBSPOT (HUBS) SEC Filings

HubSpot, Inc. (HUBS) appointed co-founder and director Brian Halligan President and CEO effective November 12, 2026, as Yamini Rangan stepped down as CEO and resigned from the board; Rangan remains an employee through December 1. The board reduced its authorized size from 11 to 10 directors. CFO Kate Bueker will retire February 11, 2027; Karen Burgess joins November 30, 2026, as EVP, Finance (CFO Designate), and succeeds her on the retirement date. Bueker will remain an employee in an advisory role through December 31, 2027.

Burgess's disclosed package includes a $535,000 annual salary, a $500,000 one-time cash signing bonus, and a target bonus of 75% of base salary assuming 100% company performance. She is scheduled to receive RSU awards valued at $2.5 million on December 1, 2026, and $8.5 million on March 1, 2027; vesting spans two and three years, respectively, and is subject to continued service. HubSpot reaffirmed its fourth-quarter and full-year 2026 guidance. Rangan's severance benefits are subject to executing and not revoking a release and continued compliance with restrictive covenant obligations.

HubSpot Inc. (HUBS) Chief Legal Officer Erika Ashley Fisher sold 702 shares of common stock at $227.72 per share on November 3, 2026. The sale was made under a Rule 10b5-1 trading plan adopted September 2, 2025. She directly held 12,829 shares after the transaction.

HubSpot, Inc. reported third-quarter 2026 revenue of $947.6 million, compared with $809.5 million a year earlier. Subscription revenue was $930.2 million. Net income was $83.0 million, versus $16.5 million, and income from operations was $71.9 million, versus $11.2 million.

For the nine months ended September 30, 2026, revenue was $2,740.3 million versus $2,284.5 million, and operating cash flow was $659.6 million versus $513.3 million. Cash and cash equivalents were $1,121.3 million as of September 30, 2026. As of that date, approximately $1.8 billion of revenue was expected from remaining performance obligations for contracts with original performance obligations exceeding one year; HubSpot expects to recognize approximately 90% over the next 24 months, with the balance thereafter.

HubSpot repurchased 4,597,000 shares for $980.1 million during the nine months ended September 30, 2026. The company said $1.0 billion remained available under its share repurchase programs as of September 30, 2026; the programs do not require HubSpot to acquire a specified number of shares and may be suspended, modified or terminated at any time.

HubSpot (HUBS) reported third-quarter 2026 revenue of $947.6 million, up 17% year over year on an as-reported basis and in constant currency. Subscription revenue was $930.2 million, up 18%, while professional services and other revenue was $17.3 million, down 3%. GAAP operating income was $71.9 million versus $11.2 million, and GAAP net income was $83.0 million versus $16.5 million. Non-GAAP operating income was $214.2 million, up 33%, and non-GAAP net income was $188.9 million, up 35%.

Operating cash flow was $238.0 million, compared with $187.4 million; non-GAAP free cash flow was $188.0 million, compared with $146.9 million. Customers totaled 311,704 as of September 30, 2026, up 12%, and average subscription revenue per customer was $12,038, up 4%.

For Q4 2026, HubSpot expects revenue of $945.0 million to $947.0 million, up 12% year over year. Full-year revenue is expected at $3.685 billion to $3.687 billion, up 18% as reported and 16% in constant currency. The company expects $65 million to $75 million in charges under its 2026 Restructuring Plan, the majority of which will be incurred in Q4.

HubSpot Inc. Chief Legal Officer Erika Ashley Fisher had 728 shares of common stock withheld by the issuer on November 2, 2026, to cover taxes associated with restricted stock unit settlement. The transaction price was $233.49 per share, and she directly held 13,531 shares afterward. No Rule 10b5-1 plan is reported.

HubSpot Inc. officer Erika Ashley Fisher reported a planned sale of 702 common shares, with an approximate sale date of November 3, 2026. The shares were acquired from the issuer through restricted stock vesting on November 1, 2026. Fidelity Brokerage Services LLC is listed as broker, and the planned sale has an aggregate market value of $159,859.44. The notice also reports 702 shares sold on August 4, 2026, for gross proceeds of $165,124.44 during the prior three months.

HubSpot Inc. (HUBS) is the issuer whose common stock Vanguard Portfolio Management reported as beneficially owned: 2,503,560 shares, or 5.02% of the class, as of September 30, 2026. It reported sole voting power over 17,772 shares and sole dispositive power over 2,503,560 shares; shared voting and dispositive power were each zero. The reported amount reflects Vanguard Portfolio Management LLC and specified affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, and includes securities held by Vanguard funds and client accounts.

HubSpot Inc. director Brian Halligan reported that Wolf Investors, LLC sold 8,500 common shares on October 20, 2026, at $239.57 per share. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted on March 12, 2026. The LLC's sole member is the Brian P. Halligan 2026 New Hampshire Trust, of which Halligan is the settlor; he disclaims beneficial ownership except to the extent, if any, of his pecuniary interest.

HubSpot Inc. director Brian Halligan is named in a notice listing 8,500 common shares for sale, with an estimated aggregate market value of $2,036,345. The remarks attribute the current and prior transactions to the Wolf Investors LLC account and authorized individual Paul Karger, and state that Halligan is an account stakeholder only.