Position in HUBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,192,155
-$324,926 QoQ
Shares Held
6,532
+5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 598 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. HUBS ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in HUBS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,155 | 6,532 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,517,081 | 6,215 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,819,935 | 7,027 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,078,124 | 6,580 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,665,144 | 4,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,440,550 | 4,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,545,997 | 3,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,080,150 | 3,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,972,257 | 3,344 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,050,104 | 3,272 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,529,722 | 2,635 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $999,775 | 2,030 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,014 | 203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $85,750 | 200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $122,880 | 425 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $345,552 | 593 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||