Position in DOCN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,198
+$1,426 QoQ
Shares Held
14
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 564 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $58,280,836 across 27 Software - Infrastructure names. DOCN ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
132,404 | $49,389,340 | |
| 2 | ORCL |
Oracle Corp
|
24,908 | $3,650,267 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,605 | $1,911,417 | |
| 4 | SNPS |
Synopsys Inc
|
3,117 | $1,390,400 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,368 | $451,778 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,675 | $316,211 | |
| 7 | VRSN |
Verisign Inc/Ca
|
900 | $226,404 | |
| 8 | OKTA |
Okta, Inc.
|
1,297 | $176,975 |
All Filings in DOCN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,198 | 14 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $772 | 9 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||