Position in HUBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,920
-$29,095 QoQ
Shares Held
1,594
+21.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 598 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $70,904,430 across 134 Software - Application names. HUBS ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
141,637 | $31,719,606 | |
| 2 | CRM |
Salesforce, Inc.
|
39,089 | $6,123,681 | |
| 3 | SNOW |
Snowflake Inc.
|
14,370 | $3,657,165 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
8,588 | $3,223,248 | |
| 5 | NOW |
ServiceNow, Inc.
|
32,043 | $3,181,229 | |
| 6 | UBER |
Uber Technologies, Inc
|
29,582 | $2,134,637 | |
| 7 | SHOP |
Shopify Inc.
|
17,693 | $2,020,186 | |
| 8 | PAYX |
Paychex Inc
|
19,999 | $1,966,501 |
All Filings in HUBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,920 | 1,594 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $320,015 | 1,311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $178,578 | 445 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $223,608 | 478 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $153,073 | 275 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $93,691 | 164 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $103,818 | 149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $69,108 | 130 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $73,723 | 125 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $70,801 | 113 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $52,248 | 90 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $55,652 | 113 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $47,888 | 90 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $43,732 | 102 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21,973 | 76 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,103 | 30 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,940 | 63 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $949 | 2 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $20,433 | 31 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,169 | 18 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||