Position in HUBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$334,175
-$7,320 QoQ
Shares Held
1,831
+30.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 598 holders
Holding Since
Dec 2024
7 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, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. HUBS ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in HUBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,175 | 1,831 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $341,495 | 1,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,736 | 874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $356,463 | 762 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $267,182 | 480 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,665 | 353 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $232,721 | 334 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||