Position in HUBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$292,746
+$228,548 QoQ
Shares Held
1,604
+509.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#372
of 598 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Derivatives in HUBS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$390
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Larson Financial Group LLC holds $25,117,242 across 97 Software - Application names. HUBS ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
30,350 | $4,226,237 | |
| 2 | UBER |
Uber Technologies, Inc
|
36,965 | $2,667,394 | |
| 3 | DDOG |
Datadog, Inc.
|
7,089 | $1,845,692 | |
| 4 | SHOP |
Shopify Inc.
|
15,432 | $1,762,025 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,109 | $1,003,621 | |
| 6 | FICO |
Fair Isaac Corp
|
798 | $953,434 | |
| 7 | DOCU |
Docusign, Inc.
|
20,672 | $918,250 | |
| 8 | IDCC |
InterDigital, Inc.
|
3,147 | $891,010 |
All Filings in HUBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,746 | 1,604 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $390 | 300 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $64,198 | 263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,518 | 91 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,888 | 19 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $121,901 | 219 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,985 | 105 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,961 | 43 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,505 | 16 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,436 | 16 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $42,959 | 74 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,462 | 5 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $5,573 | 13 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $867 | 3 | Shares | Sole | 2023-02-03 | |
| 2021-12-31 | $1,318 | 2 | Shares | Sole | 2022-02-03 | |
| 2021-03-31 | $2,271 | 5 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,982 | 5 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,461 | 5 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,121 | 5 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||