Position in HUBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$208,790
-$38,970 QoQ
Shares Held
1,144
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 593 holders
Holding Since
Jun 2020
21 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, 2026AE Wealth Management LLC holds $192,569,799 across 31 Software - Application names. HUBS ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
209,893 | $54,782,073 | |
| 2 | CRM |
Salesforce, Inc.
|
257,028 | $40,265,966 | |
| 3 | ADP |
Automatic Data Processing Inc
|
108,921 | $24,392,825 | |
| 4 | TYL |
Tyler Technologies Inc
|
65,836 | $19,254,365 | |
| 5 | ADBE |
Adobe Inc.
|
43,339 | $8,885,336 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
22,683 | $8,513,350 | |
| 7 | SHOP |
Shopify Inc.
|
62,616 | $7,149,467 | |
| 8 | PAYX |
Paychex Inc
|
50,034 | $4,919,812 |
All Filings in HUBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,790 | 1,144 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $247,760 | 1,015 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $972,347 | 2,423 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,124,119 | 2,403 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,327,559 | 2,385 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,495,633 | 2,618 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,215,030 | 3,179 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,928,643 | 3,628 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,514,272 | 4,263 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,041,320 | 4,854 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,911,249 | 18,795 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,898,264 | 20,098 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $10,162,919 | 19,100 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,370,842 | 33,518 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,023,458 | 31,209 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,754,112 | 17,600 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,091,207 | 16,934 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,643,041 | 5,565 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,208,881 | 1,834 | Shares | Sole | 2022-01-20 | |
| 2020-12-31 | $718,745 | 1,813 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $977,717 | 4,358 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||