Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,077,848
-$116,927 QoQ
Shares Held
24,265
-3.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#253
of 669 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $85,499,861 across 43 Software - Application names. DOCU ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
119,333 | $11,847,372 | |
| 2 | SHOP |
Shopify Inc.
|
83,545 | $9,539,163 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,224 | $7,953,755 | |
| 4 | ADBE |
Adobe Inc.
|
29,789 | $6,107,336 | |
| 5 | CRM |
Salesforce, Inc.
|
33,166 | $5,195,779 | |
| 6 | IDCC |
InterDigital, Inc.
|
17,704 | $5,012,533 | |
| 7 | SNOW |
Snowflake Inc.
|
15,029 | $3,824,877 | |
| 8 | PAYX |
Paychex Inc
|
35,615 | $3,502,015 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,848 | 24,265 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,194,775 | 25,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,350,488 | 19,744 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,538,975 | 21,348 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,043,958 | 13,403 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,024,091 | 24,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,501,409 | 27,812 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,333,713 | 37,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,010,851 | 37,586 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,364,216 | 56,494 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,889,082 | 31,776 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,117,262 | 50,411 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,600,596 | 31,329 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,637,937 | 28,095 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $934,656 | 16,865 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,216,280 | 22,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,306,999 | 22,778 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,588,874 | 24,168 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $4,839,192 | 31,772 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,486,436 | 32,966 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,420,648 | 30,120 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,845,945 | 28,876 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $6,622,538 | 29,791 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,310,615 | 24,673 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,947,201 | 17,114 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $820,050 | 8,875 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||