Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$655,195
-$78,664 QoQ
Shares Held
14,750
-4.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 669 holders
Holding Since
Mar 2020
25 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, 2026Private Advisor Group, LLC holds $103,237,649 across 28 Software - Application names. DOCU ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
319,643 | $23,065,438 | |
| 2 | NOW |
ServiceNow, Inc.
|
140,496 | $13,948,442 | |
| 3 | SHOP |
Shopify Inc.
|
79,519 | $9,079,479 | |
| 4 | DUOL |
Duolingo, Inc.
|
74,690 | $8,590,843 | |
| 5 | ADBE |
Adobe Inc.
|
32,098 | $6,580,731 | |
| 6 | CRM |
Salesforce, Inc.
|
39,473 | $6,183,840 | |
| 7 | DUOT |
Duos Technologies Group, Inc.
|
511,000 | $6,132,000 | |
| 8 | MSTR |
Strategy Inc
|
48,032 | $4,175,421 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,195 | 14,750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $733,859 | 15,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,188,039 | 17,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,612,220 | 22,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,012,911 | 25,843 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,354,495 | 28,925 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,681,201 | 29,811 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,789,185 | 28,816 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,604,946 | 29,999 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,619,581 | 27,197 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,552,952 | 26,122 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $667,674 | 15,897 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $597,293 | 11,691 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $603,521 | 10,352 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $442,464 | 8,275 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $503,165 | 8,769 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,702,243 | 15,891 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,146,047 | 14,090 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,904,440 | 15,167 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,830,366 | 10,124 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,881,570 | 9,294 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,258,123 | 10,158 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $1,918,649 | 8,914 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,422,971 | 8,263 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $863,847 | 9,349 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||