Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,147,146
+$881,082 QoQ
Shares Held
25,825
+360.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#247
of 669 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Horizon Investments, LLC holds $73,357,948 across 34 Software - Application names. DOCU ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
52,455 | $8,217,600 | |
| 2 | ADP |
Automatic Data Processing Inc
|
33,759 | $7,560,328 | |
| 3 | ADBE |
Adobe Inc.
|
35,247 | $7,226,339 | |
| 4 | UBER |
Uber Technologies, Inc
|
99,595 | $7,186,775 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
16,794 | $6,303,124 | |
| 6 | NOW |
ServiceNow, Inc.
|
42,030 | $4,172,738 | |
| 7 | FICO |
Fair Isaac Corp
|
3,134 | $3,744,440 | |
| 8 | YOU |
Clear Secure, Inc.
|
54,478 | $3,036,058 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,146 | 25,825 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $266,064 | 5,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,787 | 4,339 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $682,331 | 9,465 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,395 | 1,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $111,518 | 1,370 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,106 | 1,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $82,579 | 1,330 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,118 | 1,348 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,102 | 1,194 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,904 | 974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,018 | 929 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,039 | 862 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,737 | 613 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||