Position in DOCU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,044,358
-$415,680 QoQ
Shares Held
23,511
-23.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 669 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, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. DOCU ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,358 | 23,511 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,460,038 | 30,796 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $971,622 | 14,205 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,146,984 | 29,782 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,630,189 | 33,768 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,366,622 | 41,359 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,490,121 | 38,805 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,797,257 | 28,946 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,536,466 | 28,719 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,533,472 | 25,751 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,667,631 | 28,051 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,229,298 | 29,269 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,173,230 | 22,964 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,545,707 | 26,513 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,413,043 | 25,497 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,193,445 | 41,022 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,787,462 | 48,579 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,324,862 | 40,374 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,226,280 | 40,879 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $15,825,250 | 61,474 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,046,435 | 50,243 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $11,525,478 | 56,930 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $22,108,624 | 99,454 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,405,803 | 71,575 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $16,055,482 | 93,232 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,737,346 | 72,915 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||