Position in HUBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$92,715
-$224,126 QoQ
Shares Held
508
-60.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 593 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,236 across 89 Software - Application names. HUBS ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in HUBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,715 | 508 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $316,841 | 1,298 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $469,521 | 1,170 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $927,647 | 1,983 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,091,551 | 1,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,098,019 | 1,922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,092,535 | 1,568 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $830,359 | 1,562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $613,971 | 1,041 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $680,444 | 1,086 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $604,342 | 1,041 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $522,050 | 1,060 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $463,982 | 872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $370,440 | 864 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $323,247 | 1,118 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $226,090 | 837 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $207,749 | 691 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $333,882 | 703 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $542,480 | 823 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $593,607 | 878 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $236,001 | 405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $181,229 | 399 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $113,778 | 287 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,611 | 50 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $22,883 | 102 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,919 | 97 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||