Regal Investment Advisors LLC

Position in HUBS — Hubspot Inc

CIK 1559789 KENTWOOD, MI

Position in HUBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$254,053

-$127,475 QoQ

Shares Held

1,392

-10.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#384

of 598 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Technology · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,179,115 across 5 Software - Application names. HUBS ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc.	28,265	$2,439,552
2	ADP	Automatic Data Processing Inc	7,505	$1,680,744
3	NOW	ServiceNow, Inc.	10,839	$1,076,095
4	UBER	Uber Technologies, Inc	10,098	$728,671
5	HUBS	Hubspot Inc This page	1,392	$254,053

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,053	1,392	-10.9%	Shares	Sole	2026-08-14
2026-03-31	$381,528	1,563	+19.9%	Shares	Sole	2026-05-14
2025-12-31	$523,295	1,304	+9.3%	Shares	Sole	2026-02-17
2025-09-30	$558,085	1,193	-2.2%	Shares	Sole	2025-11-13
2025-06-30	$679,088	1,220	+19.7%	Shares	Sole	2025-08-11
2025-03-31	$582,144	1,019	-28.9%	Shares	Sole	2025-05-12
2024-12-31	$999,168	1,434	+11.6%	Shares	Sole	2025-02-13
2024-09-30	$683,106	1,285	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$758,469	1,286	-0.7%	Shares	Sole	2024-08-15
2024-03-31	$811,395	1,295	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$757,024	1,304	-0.4%	Shares	Sole	2024-02-14
2023-09-30	$644,682	1,309	-16.4%	Shares	Sole	2023-11-13
2023-06-30	$832,720	1,565	+50.6%	Shares	Sole	2023-08-11
2023-03-31	$445,471	1,039	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.