Position in DOCN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$70,035
+$69,950 QoQ
Shares Held
446
+44500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#456
of 564 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. DOCN ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in DOCN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,035 | 446 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $85 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $96 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,284 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $267 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,192 | 35 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,736 | 43 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $534 | 14 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,614 | 44 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,295 | 262 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,937 | 123 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,009 | 230 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $56 | 1,305 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $47,563 | 1,315 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $54,264 | 1,312 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,305 | 230 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $18,877 | 235 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||