Position in DOCU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$937,883
+$85,831 QoQ
Shares Held
21,114
+17.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#260
of 669 holders
Holding Since
Mar 2020
22 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, 2026Prospera Financial Services Inc holds $69,605,285 across 33 Software - Application names. DOCU ranks #20 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
158,681 | $11,450,420 | |
| 2 | CRM |
Salesforce, Inc.
|
50,677 | $7,939,058 | |
| 3 | ADP |
Automatic Data Processing Inc
|
30,213 | $6,766,201 | |
| 4 | SNOW |
Snowflake Inc.
|
21,364 | $5,437,138 | |
| 5 | SHOP |
Shopify Inc.
|
38,040 | $4,343,407 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,162 | $4,285,123 | |
| 7 | PAYX |
Paychex Inc
|
40,458 | $3,978,235 | |
| 8 | DDOG |
Datadog, Inc.
|
14,725 | $3,833,801 |
All Filings in DOCU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,883 | 21,114 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $852,052 | 17,972 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,313,964 | 19,210 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $376,886 | 5,228 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $398,718 | 5,119 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $406,593 | 4,995 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $307,337 | 5,161 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $324,537 | 5,459 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $263,011 | 5,148 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $353,181 | 6,058 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $401,407 | 7,243 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $425,460 | 7,957 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $548,495 | 9,559 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $935,050 | 8,729 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,215,721 | 21,113 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,987,333 | 15,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,725,571 | 16,903 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,028,552 | 19,899 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $811,172 | 3,649 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $92,553 | 430 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $907,891 | 5,272 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $259,089 | 2,804 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||