Position in HUBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,095
-$319,896 QoQ
Shares Held
6
-99.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 593 holders
Holding Since
Dec 2023
11 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, 2026Peterson Wealth Services holds $5,669,064 across 7 Software - Application names. HUBS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
12,207 | $4,581,531 | |
| 2 | IDCC |
InterDigital, Inc.
|
2,375 | $672,433 | |
| 3 | CRM |
Salesforce, Inc.
|
1,495 | $234,206 | |
| 4 | ADP |
Automatic Data Processing Inc
|
788 | $176,472 | |
| 5 | PCTY |
Paylocity Holding Corp
|
21 | $2,195 | |
| 6 | CRNC |
Cerence Inc.
|
100 | $1,132 | |
| 7 | HUBS |
Hubspot Inc
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|
6 | $1,095 |
All Filings in HUBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095 | 6 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $320,991 | 1,315 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,453 | 41 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,759,395 | 3,761 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $522,675 | 939 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $536,441 | 939 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,098,806 | 1,577 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $790,489 | 1,487 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $740,186 | 1,255 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $691,722 | 1,104 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $223,507 | 385 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||