HUBS HUBSPOT INC

NEUTRAL Impact: 2/10 DEFA14A
Horizon days Filed Apr 27, 2026 Processed 1mo ago SEC 0001193125-26-182218
Proxy solicitation materials
Latest settled — T+20d
HUBS ▼ -11.91% at T+20d
NEUTRAL call ✗ call lost -11.91% · α vs SPY -17.38% · entry $224.75 → $197.99
Next anchor: T+60d in 6w
Currently $197.69 · -12.04% from $224.75 entry
Entry anchored
Apr 27, 03:59 PM ET
via Databento tick
T+1d
+0.72%
call +0.72% · α +0.73%
$226.37
settled 6w ago
T+5d
+10.09%
call +10.09% · α +8.40%
$247.43
settled 5w ago
T+20d
-11.91%
call -11.91% · α -17.38%
$197.99
settled 15d ago
T+60d
call — · α —
in 6w

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Executive Summary

HubSpot filed additional proxy soliciting materials for its 2026 Annual Meeting. The board recommends voting For the election of five Class III directors (including newly appointed Mike Berry), ratification of PwC as auditor, advisory say-on-pay, approval of an amendment to the 2024 Stock Option and Incentive Plan, and adjournment if needed; Against a stockholder proposal to allow 10% holders to call special meetings. The filing is routine and reflects prior board changes.

Actionable Insight

This is a routine annual meeting proxy; no material market impact expected. Monitor the outcome of the stockholder proposal on special meeting rights, but passage is unlikely given board opposition.

Key Facts

  • Annual Meeting scheduled for June 15, 2026, vote deadline June 14, 2026.
  • Board recommends For election of directors: Mike Berry, Claire Hughes Johnson, Yamini Rangan, Clara Shih, Jay Simons.
  • Board recommends For ratification of PricewaterhouseCoopers as auditor.
  • Board recommends For non-binding advisory vote on executive compensation.
  • Board recommends For amendment to 2024 Stock Option and Incentive Plan.
  • Board recommends Against stockholder proposal to allow 10% holders to call special meetings.
  • Board recommends For adjournment if necessary to solicit additional proxies.
  • Recent 8-K (April 1, 2026) appointed Mike Berry to the board, reflected in nominees.

Financial Impact

No financial impact; routine proxy solicitation.

Risk Factors

  • Stockholder proposal could pass despite management's Against recommendation, potentially increasing shareholder activism risk.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
90% bullish (42 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-182218
Document: 0001193125-26-182218-index-headers.html0001193125-26-182218
Document: 0001193125-26-182218-index.html0001193125-26-182218
Document: 0001193125-26-182218.txt0001193125-26-182218
4 reports for HUBS
Performance horizon
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Reports for HUBS — sortable, filterable
Type Now
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 4/10
$201.77 $261.88▲ +29.79%▲ +28.13%$197.69 (−2.02%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$224.75 $247.43▲ +10.09%▲ +8.40%$197.69 (−12.04%)
Apr 3, 2026
9w ago
3
NEUTRAL ★ 2/10
$243.57 $204.26▼ −16.14%▼ −20.27%$197.69 (−18.84%)
Feb 28, 2026
14w ago
Institutional Cluster
MIXED ★ 6/10
$263.47 $285.17▲ +8.24%▲ +9.44%$197.69 (−24.97%)
Showing 4 of 4

US Market Status

Market Closed — Opens Thu (9h 37m)

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