Position in HUBS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,118,543
+$2,035,073 QoQ
Shares Held
8,679
+4072.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $16,316,951 across 124 Software - Application names. HUBS ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
30,782 | $2,214,149 | |
| 2 | HUBS |
Hubspot Inc
This page
|
8,679 | $2,118,543 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
23,974 | $1,619,923 | |
| 4 | ADBE |
Adobe Inc.
|
4,327 | $1,051,807 | |
| 5 | SNOW |
Snowflake Inc.
|
6,940 | $1,046,690 | |
| 6 | CRM |
Salesforce, Inc.
|
4,936 | $921,403 | |
| 7 | NOW |
ServiceNow, Inc.
|
8,295 | $867,242 | |
| 8 | INTU |
Intuit Inc.
|
1,770 | $765,312 |
All Filings in HUBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,118,543 | 8,679 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $83,470 | 208 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $509,434 | 1,089 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,669 | 3 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,142 | 2 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,393 | 2 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,063 | 2 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||