Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$829,454
+$42,543 QoQ
Shares Held
18,673
+12.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#275
of 669 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. DOCU ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in DOCU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,454 | 18,673 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $786,911 | 16,598 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $877,093 | 12,823 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,735,278 | 24,071 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,787,712 | 48,629 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,830,358 | 47,056 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,570,035 | 28,575 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $200,985 | 3,237 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $72,954 | 1,737 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,074,320 | 21,028 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $101,092 | 1,734 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $92,495 | 1,669 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $387,601 | 6,755 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,839,861 | 54,517 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,886,122 | 18,949 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,516,351 | 17,544 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,838,517 | 17,307 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,985,935 | 14,749 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,164,885 | 14,237 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,150,032 | 9,989 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,453,624 | 8,441 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||