Position in DOCN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$283,416
New position
Shares Held
3,304
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $51,426,491 across 16 Software - Infrastructure names. DOCN ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,475 | $39,413,845 | |
| 2 | ORCL |
Oracle Corp
|
18,457 | $2,715,206 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,289 | $2,675,312 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,791 | $1,730,011 | |
| 5 | CPAY |
Corpay, Inc.
|
2,974 | $865,400 | |
| 6 | CRWV |
CoreWeave, Inc.
|
10,561 | $818,160 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,786 | $799,708 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,552 | $444,281 |
All Filings in DOCN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,416 | 3,304 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||