Position in DOCN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$788,290
+$327,051 QoQ
Shares Held
5,020
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#302
of 564 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. DOCN ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in DOCN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,290 | 5,020 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $461,239 | 5,377 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $292,184 | 6,072 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $210,835 | 6,172 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $201,909 | 6,047 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $224,282 | 6,583 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $282,406 | 6,992 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $247,420 | 7,120 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $260,502 | 6,823 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $260,609 | 7,103 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||