Position in DOCU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$317,220
-$178,338 QoQ
Shares Held
6,691
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Atria Investments, Inc holds $100,030,242 across 47 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
111,018 | $12,676,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
43,886 | $9,828,269 | |
| 3 | UBER |
Uber Technologies, Inc
|
120,319 | $8,682,219 | |
| 4 | ADSK |
Autodesk, Inc.
|
40,225 | $7,820,544 | |
| 5 | CRM |
Salesforce, Inc.
|
48,464 | $7,592,370 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,202 | $6,771,094 | |
| 7 | PAYX |
Paychex Inc
|
58,073 | $5,710,318 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
12,809 | $4,807,473 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,220 | 6,691 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $495,558 | 7,245 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $596,400 | 8,273 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $658,559 | 8,455 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $651,688 | 8,006 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $794,709 | 8,836 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $548,627 | 8,836 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $467,590 | 8,740 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,306,064 | 25,564 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,328,190 | 22,782 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $1,674,285 | 15,630 | Shares | Sole | 2022-05-02 | |
| 2020-12-31 | $1,358,030 | 6,109 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,054,891 | 4,901 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,829,065 | 16,428 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||