Position in HUBS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,616,042
+$633,551 QoQ
Shares Held
25,292
+55.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 593 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,516,194 across 113 Software - Application names. HUBS ranks #25 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
133,684 | $29,938,531 | |
| 2 | UBER |
Uber Technologies, Inc
|
348,310 | $25,134,049 | |
| 3 | CRM |
Salesforce, Inc.
|
134,104 | $21,008,732 | |
| 4 | ZM |
Zoom Communications, Inc.
|
211,846 | $18,284,428 | |
| 5 | SNOW |
Snowflake Inc.
|
71,165 | $18,111,492 | |
| 6 | ADBE |
Adobe Inc.
|
79,882 | $16,377,407 | |
| 7 | NOW |
ServiceNow, Inc.
|
156,061 | $15,493,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
36,648 | $13,754,727 |
All Filings in HUBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,616,042 | 25,292 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,982,491 | 16,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,373,729 | 8,407 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,670,670 | 5,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,414,953 | 2,542 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,608,181 | 2,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,454,158 | 2,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $863,318 | 1,624 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $751,982 | 1,275 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $795,104 | 1,269 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $561,382 | 967 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $569,822 | 1,157 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $607,114 | 1,141 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $423,176 | 987 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $253,856 | 878 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $243,378 | 901 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $258,258 | 859 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $369,028 | 777 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $497,658 | 755 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $299,507 | 443 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $244,159 | 419 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||