Position in HUBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,487
+$71,124 QoQ
Shares Held
704
+199.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 593 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $79,836,292 across 110 Software - Application names. HUBS ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,787 | $16,102,611 | |
| 2 | UBER |
Uber Technologies, Inc
|
210,974 | $15,223,883 | |
| 3 | ZM |
Zoom Communications, Inc.
|
159,482 | $13,764,891 | |
| 4 | SNOW |
Snowflake Inc.
|
44,017 | $11,202,326 | |
| 5 | ADP |
Automatic Data Processing Inc
|
39,318 | $8,805,266 | |
| 6 | ADBE |
Adobe Inc.
|
10,110 | $2,072,752 | |
| 7 | INTU |
Intuit Inc.
|
7,342 | $1,916,262 | |
| 8 | SHOP |
Shopify Inc.
|
14,717 | $1,680,387 |
All Filings in HUBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,487 | 704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $57,363 | 235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $108,351 | 270 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $218,462 | 467 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $213,189 | 383 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $192,524 | 337 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $192,308 | 276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $147,253 | 277 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $187,553 | 318 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $136,590 | 218 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $123,655 | 213 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $77,815 | 158 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $158,030 | 297 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $116,620 | 272 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $41,056 | 142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,357 | 142 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $42,692 | 142 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $67,441 | 142 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $93,599 | 142 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $167,670 | 248 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $144,514 | 248 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $112,644 | 248 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $98,317 | 248 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $72,473 | 248 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,517 | 243 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $32,365 | 243 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||