Position in HUBS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$261,919
-$66,344 QoQ
Shares Held
1,073
+31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in HUBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,919 | 1,073 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $328,263 | 818 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $313,426 | 670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,859 | 386 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,803 | 390 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||