Position in HUBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,298,475
-$677,991 QoQ
Shares Held
23,552
+15.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 598 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 11%
Shared 1%
None 88%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. HUBS ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
997,437 | $156,258,480 | |
| 2 | NOW |
ServiceNow, Inc.
|
984,634 | $97,754,463 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,250,165 | $90,211,906 | |
| 4 | FICO |
Fair Isaac Corp
|
58,900 | $70,372,542 | |
| 5 | ADP |
Automatic Data Processing Inc
|
193,798 | $43,401,062 | |
| 6 | INTU |
Intuit Inc.
|
118,380 | $30,897,180 | |
| 7 | ADBE |
Adobe Inc.
|
149,964 | $30,745,619 | |
| 8 | ROP |
Roper Technologies Inc
|
68,647 | $23,229,458 |
All Filings in HUBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,298,475 | 23,552 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,976,466 | 20,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,332,915 | 15,781 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,177,766 | 13,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,559,327 | 11,784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,923,463 | 12,119 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,174,370 | 13,167 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $417,306 | 785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,267,894 | 24,626 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,655,936 | 12,219 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||