Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,813
+$176,325 QoQ
Shares Held
8,528
+99.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 669 holders
Holding Since
Sep 2023
10 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, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. DOCU ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,813 | 8,528 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,488 | 4,271 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $207,343 | 2,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,524 | 2,660 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,325 | 2,572 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,112 | 5,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,039,580 | 38,123 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,301,547 | 38,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,372,114 | 39,901 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,633,044 | 38,882 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||