Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$483,067
-$87,512 QoQ
Shares Held
10,875
-9.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#64
of 205 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $7,077,320 across 8 Software - Application names. DOCU ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
33,055 | $2,873,471 | |
| 2 | SHOP |
Shopify Inc.
|
11,823 | $1,349,950 | |
| 3 | CRNC |
Cerence Inc.
|
88,851 | $1,005,793 | |
| 4 | CRM |
Salesforce, Inc.
|
4,332 | $678,651 | |
| 5 | DOCU |
Docusign, Inc.
This page
|
10,875 | $483,067 | |
| 6 | NOW |
ServiceNow, Inc.
|
2,820 | $279,969 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,221 | $232,427 | |
| 8 | ASAN |
Asana, Inc.
|
24,856 | $173,992 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,067 | 10,875 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $570,579 | 12,035 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $889,473 | 13,004 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $953,462 | 13,226 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,060,939 | 13,621 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,148,065 | 14,104 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,262,307 | 14,035 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $917,007 | 14,769 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $912,389 | 17,054 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,042,660 | 17,509 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,084,249 | 18,238 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $733,782 | 17,471 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $889,221 | 17,405 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $855,435 | 14,673 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $733,372 | 13,233 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $697,088 | 13,037 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $704,339 | 12,275 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,515,962 | 14,152 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,932,813 | 12,690 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,868,799 | 11,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,157,743 | 11,295 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,382,431 | 11,768 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,470,197 | 11,112 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,193,295 | 10,190 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $978,325 | 5,681 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $619,634 | 6,706 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||