Position in HUBS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$293,408
-$404,051 QoQ
Shares Held
1,202
-30.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in HUBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,408 | 1,202 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $697,459 | 1,738 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $787,307 | 1,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,019 | 18 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $360,951 | 612 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||