Position in HUBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$726,754
-$1,743,538 QoQ
Shares Held
3,982
-60.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#289
of 598 holders
Holding Since
Jun 2023
13 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, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. HUBS ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in HUBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,754 | 3,982 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,470,292 | 10,120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $536,136 | 1,336 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $529,549 | 1,132 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $548,280 | 985 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $534,727 | 936 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $585,286 | 840 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $366,804 | 690 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $347,976 | 590 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $332,703 | 531 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $893,451 | 1,539 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $227,535 | 462 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $243,165 | 457 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||