Position in HUBS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$283,888
-$21,501 QoQ
Shares Held
1,163
+52.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in HUBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,888 | 1,163 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $305,389 | 761 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $6,967 | 10 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,658 | 5 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,948 | 5 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $140,976 | 225 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $445,359 | 837 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $519,645 | 1,212 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $350,425 | 1,212 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,385 | 1,212 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $359,276 | 1,195 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $567,553 | 1,195 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $923,469 | 1,401 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,038,474 | 1,536 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $895,057 | 1,536 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $972,009 | 2,140 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,059,684 | 2,673 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $783,176 | 2,680 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $563,118 | 2,510 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $422,212 | 3,170 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||