Position in HUBS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$227,745
-$118,576 QoQ
Shares Held
933
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026Legacy Advisors, LLC holds $34,266,749 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERX |
Vertex, Inc.
|
1,343,838 | $15,427,260 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,924 | $7,859,955 | |
| 3 | BSY |
Bentley Systems Inc
|
194,576 | $5,815,876 | |
| 4 | DDOG |
Datadog, Inc.
|
3,187 | $829,767 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,698 | $828,167 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,787 | $773,093 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,830 | $686,835 | |
| 8 | FICO |
Fair Isaac Corp
|
345 | $412,199 |
All Filings in HUBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,745 | 933 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $346,321 | 863 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $403,243 | 862 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $614,708 | 1,076 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $748,330 | 1,074 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,682 | 1,145 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $733,698 | 1,244 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $845,229 | 1,349 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $802,886 | 1,383 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $679,157 | 1,379 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $733,752 | 1,379 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $591,246 | 1,379 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $398,710 | 1,379 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $371,955 | 1,377 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $415,498 | 1,382 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $655,417 | 1,380 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $907,649 | 1,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $930,975 | 1,377 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $801,822 | 1,376 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $624,992 | 1,376 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $545,501 | 1,376 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $402,108 | 1,376 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $308,705 | 1,376 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||