Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$664,878
-$161,004 QoQ
Shares Held
14,968
-14.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#294
of 669 holders
Holding Since
Sep 2023
12 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, 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADV holds $736,377 across 2 Software - Application names. DOCU ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
14,968 | $664,878 | |
| 2 | SOUN |
Soundhound Ai, Inc.
|
11,051 | $71,499 |
All Filings in DOCU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,878 | 14,968 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $825,882 | 17,420 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,091,869 | 15,963 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $944,739 | 13,105 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $978,687 | 12,565 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $1,066,095 | 13,097 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $1,229,299 | 13,668 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $988,286 | 15,917 | Shares | Sole | 2026-08-11 | |
| 2024-06-30 | $821,011 | 15,346 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $907,482 | 15,239 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $785,096 | 13,206 | Shares | Sole | 2026-08-11 | |
| 2023-09-30 | $464,898 | 11,069 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||