Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,221
-$1,673 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 669 holders
Holding Since
Mar 2021
19 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, 2026Westside Investment Management, Inc. holds $24,924,581 across 27 Software - Application names. DOCU ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
118,779 | $8,571,092 | |
| 2 | SHOP |
Shopify Inc.
|
39,175 | $4,473,001 | |
| 3 | SNOW |
Snowflake Inc.
|
17,399 | $4,428,045 | |
| 4 | ADBE |
Adobe Inc.
|
12,105 | $2,481,766 | |
| 5 | CRM |
Salesforce, Inc.
|
10,480 | $1,641,796 | |
| 6 | INTU |
Intuit Inc.
|
5,086 | $1,327,446 | |
| 7 | IDCC |
InterDigital, Inc.
|
3,467 | $981,611 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,805 | $377,760 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,221 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,894 | 50 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,070 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,497 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,483 | 40 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,140 | 40 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,096 | 52 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,091 | 52 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,344 | 32 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,525 | 69 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,022 | 69 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3 | 69 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,689 | 69 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,959 | 69 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,391 | 69 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,747 | 64 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,614 | 49 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $13,698 | 49 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $9,920 | 49 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||