Position in DOCU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$326,309
-$232,450 QoQ
Shares Held
7,346
-10.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 669 holders
Holding Since
Sep 2020
17 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, 2026J.W. COLE ADVISORS, INC. holds $22,297,209 across 17 Software - Application names. DOCU ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
37,701 | $4,304,700 | |
| 2 | UBER |
Uber Technologies, Inc
|
50,703 | $3,658,728 | |
| 3 | CRM |
Salesforce, Inc.
|
14,746 | $2,310,108 | |
| 4 | NOW |
ServiceNow, Inc.
|
21,469 | $2,131,442 | |
| 5 | ADP |
Automatic Data Processing Inc
|
9,274 | $2,076,912 | |
| 6 | PAYX |
Paychex Inc
|
15,826 | $1,556,170 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3,861 | $1,449,110 | |
| 8 | SNOW |
Snowflake Inc.
|
4,501 | $1,145,504 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,309 | 7,346 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $558,759 | 8,169 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $623,362 | 8,647 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $709,889 | 9,114 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $721,204 | 8,860 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $748,390 | 8,321 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $493,367 | 7,946 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $416,818 | 7,791 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $463,954 | 7,791 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $247,833 | 4,251 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $309,898 | 2,893 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $755,762 | 4,962 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $992,392 | 3,855 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $888,473 | 3,178 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $712,421 | 3,519 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $773,604 | 3,480 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,779,389 | 8,267 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||