Position in HUBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,920
-$3,500 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 598 holders
Holding Since
Dec 2021
17 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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. HUBS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in HUBS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,920 | 16 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,420 | 16 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,484 | 16 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,906 | 16 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,140 | 16 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,148 | 16 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,505 | 16 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,436 | 16 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,024 | 16 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,416 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $14,775 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $15,962 | 30 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,862 | 30 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,673 | 30 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,810 | 16 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,599 | 16 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,546 | 16 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||