WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HUBS — Hubspot Inc

CIK 1632972 PLYMOUTH, MN

Position in HUBS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,075,055

-$86,439 QoQ

Shares Held

27,807

+31.5% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#144

of 598 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. HUBS ranks #20 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	501,815	$49,820,193
2	INTU	Intuit Inc.	161,048	$42,033,528
3	ADP	Automatic Data Processing Inc	175,697	$39,347,343
4	CRM	Salesforce, Inc.	163,367	$25,593,074
5	SNOW	Snowflake Inc.	97,262	$24,753,179
6	ADSK	Autodesk, Inc.	104,658	$20,347,608
7	ADBE	Adobe Inc.	98,678	$20,230,963
8	SHOP	Shopify Inc.	164,440	$18,775,759

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,075,055	27,807	+31.5%	Shares	Sole	2026-07-15
2026-03-31	$5,161,494	21,145	+80.1%	Shares	Sole	2026-04-08
2025-12-31	$4,710,860	11,739	+40.7%	Shares	Sole	2026-01-08
2025-09-30	$3,902,855	8,343	+58.3%	Shares	Sole	2025-10-29
2025-06-30	$2,932,883	5,269	-16.3%	Shares	Sole	2025-07-10
2025-03-31	$3,595,127	6,293	+35.4%	Shares	Sole	2025-04-16
2024-12-31	$3,237,890	4,647	+45.4%	Shares	Sole	2025-03-17
2024-09-30	$1,699,525	3,197	+50.5%	Shares	Sole	2024-10-24
2024-06-30	$1,252,713	2,124	+14.3%	Shares	Sole	2024-07-16
2024-03-31	$1,164,775	1,859	+7.1%	Shares	Sole	2024-04-15
2023-12-31	$1,007,817	1,736	+13.5%	Shares	Sole	2024-01-30
2023-09-30	$753,032	1,529	-82.1%	Shares	Sole	2023-11-13
2022-03-31	$4,065,011	8,559	+5.8%	Shares	Sole	2022-04-18
2021-12-31	$5,329,886	8,086	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.