Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$417,148
-$13,998 QoQ
Shares Held
9,391
+3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 669 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $69,336,901 across 62 Software - Application names. DOCU ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
45,414 | $11,823,989 | |
| 2 | CRM |
Salesforce, Inc.
|
67,405 | $10,559,667 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34,036 | $7,622,362 | |
| 4 | SAP |
Sap SE
|
47,934 | $7,387,108 | |
| 5 | UBER |
Uber Technologies, Inc
|
94,196 | $6,797,183 | |
| 6 | NOW |
ServiceNow, Inc.
|
49,918 | $4,955,859 | |
| 7 | SHOP |
Shopify Inc.
|
26,839 | $3,064,477 | |
| 8 | INTU |
Intuit Inc.
|
8,762 | $2,286,882 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,148 | 9,391 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $431,146 | 9,094 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $247,334 | 3,616 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $191,831 | 2,661 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $66,050 | 848 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $33,455 | 411 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,114 | 257 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $16,950 | 273 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,140 | 283 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $49,962 | 839 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $48,273 | 812 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $44,562 | 1,061 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $7,474,364 | 146,298 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $8,582,692 | 147,216 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $7,878,673 | 142,163 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $7,500,932 | 140,283 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $8,003,993 | 139,491 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $14,442,668 | 134,827 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $4,392,011 | 28,836 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $240,954 | 936 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $153,763 | 550 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $105,071 | 519 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $111,150 | 500 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $109,341 | 508 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||