Position in HUBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,749,513
-$2,190,094 QoQ
Shares Held
15,065
-25.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 593 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Derivatives in HUBS
reported options exposure · as of Sep 30, 2024CallValue
$212,640
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. HUBS ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in HUBS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,513 | 15,065 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,939,607 | 20,236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,665,028 | 31,560 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,574,933 | 33,294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,266,898 | 36,410 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,952,632 | 36,676 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,160,769 | 31,805 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,857,096 | 29,829 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $212,640 | 400 | Call | Sole | 2024-11-08 | |
| 2024-06-30 | $18,152,556 | 30,778 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,966,587 | 31,867 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,765,414 | 28,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,399,940 | 27,208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,134,109 | 24,684 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,954,991 | 25,551 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,887,654 | 23,822 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,276,238 | 23,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,993,982 | 26,589 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,987,960 | 25,241 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,119,791 | 18,387 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,252,165 | 16,643 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,266,040 | 9,037 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,902,118 | 8,591 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,600,468 | 9,082 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,765,664 | 9,464 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,626,689 | 11,708 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $973,485 | 7,309 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||