Position in HUBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$490,769
-$276,437 QoQ
Shares Held
2,689
-14.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 598 holders
Holding Since
Jun 2021
19 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. HUBS ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in HUBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,769 | 2,689 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $767,206 | 3,143 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $480,356 | 1,197 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $561,827 | 1,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $488,164 | 877 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $584,429 | 1,023 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $560,203 | 804 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $436,443 | 821 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $498,962 | 846 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,325,800 | 2,116 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,120,442 | 1,930 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,254,397 | 2,547 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $212,303 | 399 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $212,231 | 495 | Shares | Defined | 2023-08-15 | |
| 2022-06-30 | $959,975 | 3,193 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,609,571 | 3,389 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,622,098 | 3,978 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,421,754 | 3,582 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $238,332 | 409 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||