Position in HUBS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,204,389
-$152,918 QoQ
Shares Held
4,934
+153.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 38%
Shared 62%
None 0%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $7,851,428 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
7,212 | $1,877,715 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,886 | $1,766,068 | |
| 3 | PAYX |
Paychex Inc
|
17,251 | $1,696,290 | |
| 4 | ROP |
Roper Technologies Inc
|
3,827 | $1,295,017 | |
| 5 | TEAM |
Atlassian Corp
|
9,034 | $702,754 | |
| 6 | UPBD |
Upbound Group, Inc.
|
13,049 | $276,899 | |
| 7 | SNOW |
Snowflake Inc.
|
930 | $236,685 |
All Filings in HUBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,204,389 | 4,934 | Shares | Defined | 2026-05-11 | |
| 2024-12-31 | $1,357,307 | 1,948 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||