Position in DOCN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$80,870
+$80,184 QoQ
Shares Held
515
+6337.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#453
of 564 holders
Holding Since
Sep 2021
17 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. DOCN ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in DOCN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,870 | 515 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $686 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,406 | 50 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $47,152 | 1,384 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,899 | 1,384 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,094 | 1,384 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,841 | 1,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,778 | 1,384 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,257 | 1,384 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $55,553 | 1,384 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $83,862 | 2,141 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $54,531 | 2,141 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,439 | 2,141 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $88,551 | 2,141 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $123,856 | 2,141 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $112,381 | 1,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $108,604 | 1,399 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||