Position in HUBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,960,931
-$1,754,903 QoQ
Shares Held
38,140
+6.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 598 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. HUBS ranks #28 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in HUBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,960,931 | 38,140 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,715,834 | 35,706 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,663,908 | 11,622 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,600,033 | 11,971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,616,132 | 8,293 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,543,469 | 7,953 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,003,504 | 7,181 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,564,909 | 6,706 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,571,765 | 6,056 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,783,168 | 6,038 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,313,141 | 5,707 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,638,589 | 7,388 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,359,412 | 8,193 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,512,748 | 8,193 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,459,339 | 8,506 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,248,478 | 8,324 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,598,517 | 8,643 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,019,892 | 8,464 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,634,692 | 2,480 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,194,651 | 1,767 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,047,730 | 1,798 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $461,477 | 1,016 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $227,556 | 574 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||