Position in HUBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$860,716
+$18,328 QoQ
Shares Held
4,716
+36.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 593 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names. HUBS ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in HUBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,716 | 4,716 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $842,388 | 3,451 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,529,794 | 6,304 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,110,090 | 8,786 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,937,015 | 10,666 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $5,842,582 | 10,227 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,694,565 | 9,608 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,577,015 | 10,491 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,911,987 | 20,197 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $15,661,492 | 24,996 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,900,448 | 23,944 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $13,778,179 | 27,976 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,611,569 | 38,737 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $18,053,803 | 42,108 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $12,376,497 | 42,806 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $12,136,489 | 44,930 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $12,929,752 | 43,006 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $15,698,190 | 33,053 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,413,598 | 8,213 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,194,146 | 13,599 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,204,696 | 14,080 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,307,613 | 13,887 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,593,807 | 19,155 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $6,269,500 | 21,454 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,589 | 16 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,796,456 | 20,996 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||