Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,367,490
+$959,309 QoQ
Shares Held
120,835
+30.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#115
of 669 holders
Holding Since
Jun 2022
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, 2026Greenwich Wealth Management LLC holds $17,038,610 across 8 Software - Application names. DOCU ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
120,835 | $5,367,490 | |
| 2 | PAYC |
Paycom Software, Inc.
|
40,723 | $5,118,066 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
37,614 | $4,628,402 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,816 | $577,412 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,163 | $484,403 | |
| 6 | ADBE |
Adobe Inc.
|
1,857 | $380,722 | |
| 7 | CRM |
Salesforce, Inc.
|
2,203 | $345,121 | |
| 8 | FRSH |
Freshworks Inc.
|
13,537 | $136,994 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,367,490 | 120,835 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,408,181 | 92,980 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,350,666 | 92,846 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,740,991 | 93,508 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,276,483 | 93,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,604,388 | 93,420 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,444,826 | 93,894 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,818,453 | 93,710 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,008,028 | 93,608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,552,144 | 93,235 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,513,868 | 92,748 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,616,116 | 86,098 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,398,338 | 86,090 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,019,047 | 86,090 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,772,493 | 86,115 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,144,842 | 40,113 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,211,463 | 21,113 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||