Position in DOCU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,687
+$1,166 QoQ
Shares Held
38
+245.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 669 holders
Holding Since
Mar 2020
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. DOCU ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687 | 38 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $521 | 11 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,573 | 23 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $15,643 | 217 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $16,980 | 218 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $16,849 | 207 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $18,347 | 204 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $12,666 | 204 | Shares | Defined | 2024-11-18 | |
| 2022-09-30 | $1,604 | 30 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,328 | 58 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $9,533 | 89 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $62,447 | 410 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $107,605 | 418 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $126,086 | 451 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $118,028 | 583 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,823,432 | 12,701 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,422,956 | 11,257 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,467,792 | 20,137 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,975,234 | 21,377 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||