SAX WEALTH ADVISORS, LLC

Position in HUBS — Hubspot Inc

CIK 1846150 PARSIPPANY, NJ

Position in HUBS

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$310,739

-$200,115 QoQ

Shares Held

1,273

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc.	8,799	$1,004,669
4	CRM	Salesforce, Inc.	4,201	$658,128
5	UBER	Uber Technologies, Inc	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$310,739	1,273	0.0%	Shares	Sole	2026-04-08
2025-12-31	$510,854	1,273	-34.2%	Shares	Sole	2026-01-12
2025-09-30	$905,193	1,935	+9.5%	Shares	Sole	2025-10-20
2025-06-30	$983,565	1,767	+40.0%	Shares	Sole	2025-07-23
2025-03-31	$720,967	1,262	+47.3%	Shares	Sole	2025-05-14
2024-12-31	$597,131	857	+39.1%	Shares	Sole	2025-01-15
2024-09-30	$327,465	616	+41.9%	Shares	Sole	2024-10-17
2024-06-30	$255,968	434	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.