Position in HUBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,566,007
-$1,527,537 QoQ
Shares Held
30,497
+4.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#137
of 593 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ballentine Partners, LLC holds $30,704,333 across 24 Software - Application names. HUBS ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
This page
|
30,497 | $5,566,007 | |
| 2 | ADP |
Automatic Data Processing Inc
|
19,461 | $4,358,289 | |
| 3 | NOW |
ServiceNow, Inc.
|
27,252 | $2,705,577 | |
| 4 | CRM |
Salesforce, Inc.
|
15,810 | $2,476,792 | |
| 5 | SAP |
Sap SE
|
13,576 | $2,092,195 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4,773 | $1,791,401 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,535 | $1,698,285 | |
| 8 | PAYX |
Paychex Inc
|
14,458 | $1,421,653 |
All Filings in HUBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,566,007 | 30,497 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $7,093,544 | 29,060 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,414,780 | 15,985 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $922,032 | 1,971 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,141,089 | 2,050 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $333,632 | 584 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $392,977 | 564 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $286,532 | 539 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $293,124 | 497 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $325,184 | 519 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $247,889 | 427 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $248,219 | 504 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $270,832 | 509 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $219,518 | 512 | Shares | Other | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||