Position in DOCU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$237,050
-$104,950 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. DOCU ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
101,445 | $17,368,398 | |
| 2 | CRM |
Salesforce, Inc.
|
4,023 | $750,973 | |
| 3 | SHOP |
Shopify Inc.
|
2,878 | $341,388 | |
| 4 | ADBE |
Adobe Inc.
|
1,344 | $326,699 | |
| 5 | INTU |
Intuit Inc.
|
648 | $280,182 | |
| 6 | DOCU |
Docusign, Inc.
This page
|
5,000 | $237,050 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,152 | $234,063 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,220 | $232,101 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,050 | 5,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,000 | 5,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $360,450 | 5,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $389,450 | 5,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $407,000 | 5,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $449,700 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $310,450 | 5,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $267,500 | 5,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $297,750 | 5,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $297,250 | 5,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $210,000 | 5,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $255,450 | 5,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $300,419 | 5,153 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $285,579 | 5,153 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $288,684 | 5,399 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $308,130 | 5,370 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,766,387 | 165,855 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,866,739 | 163,264 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $41,027,391 | 159,373 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $23,538,955 | 84,197 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,765,186 | 77,872 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $16,906,137 | 76,051 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $16,358,240 | 76,000 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $12,756,283 | 74,074 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||