Position in HUBS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$669,566
-$256,233 QoQ
Shares Held
2,743
+18.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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, 2026Atria Investments, Inc holds $100,030,242 across 47 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
111,018 | $12,676,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
43,886 | $9,828,269 | |
| 3 | UBER |
Uber Technologies, Inc
|
120,319 | $8,682,219 | |
| 4 | ADSK |
Autodesk, Inc.
|
40,225 | $7,820,544 | |
| 5 | CRM |
Salesforce, Inc.
|
48,464 | $7,592,370 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,202 | $6,771,094 | |
| 7 | PAYX |
Paychex Inc
|
58,073 | $5,710,318 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
12,809 | $4,807,473 |
All Filings in HUBS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $669,566 | 2,743 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $925,799 | 2,307 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,077,343 | 2,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,122,430 | 3,813 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,850,979 | 3,240 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,093,097 | 3,004 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,569,814 | 2,953 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,037,134 | 3,454 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,245,591 | 3,584 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,095,749 | 3,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,607,027 | 3,263 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,950,641 | 3,666 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,597,522 | 3,726 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $1,285,662 | 2,707 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,513,408 | 2,296 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,272,338 | 3,361 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,459,713 | 2,505 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||