Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$462,412
-$155,814 QoQ
Shares Held
10,410
-20.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 669 holders
Holding Since
Jun 2020
24 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, 2026Allworth Financial LP holds $70,904,430 across 134 Software - Application names. DOCU ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
141,637 | $31,719,606 | |
| 2 | CRM |
Salesforce, Inc.
|
39,089 | $6,123,681 | |
| 3 | SNOW |
Snowflake Inc.
|
14,370 | $3,657,165 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
8,588 | $3,223,248 | |
| 5 | NOW |
ServiceNow, Inc.
|
32,043 | $3,181,229 | |
| 6 | UBER |
Uber Technologies, Inc
|
29,582 | $2,134,637 | |
| 7 | SHOP |
Shopify Inc.
|
17,693 | $2,020,186 | |
| 8 | PAYX |
Paychex Inc
|
19,999 | $1,966,501 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,412 | 10,410 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $618,226 | 13,040 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $650,552 | 9,511 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $558,553 | 7,748 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $599,986 | 7,703 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $69,108 | 849 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $87,871 | 977 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $46,132 | 743 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $44,886 | 839 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $97,661 | 1,640 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $108,971 | 1,833 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $20,076 | 478 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $31,164 | 610 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $58,300 | 1,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $55,087 | 994 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $13,367 | 250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,673 | 552 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $48,739 | 455 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $52,242 | 343 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $105,546 | 410 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $24,043 | 86 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,515 | 47 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,778 | 8 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $17,221 | 100 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||