Position in DOCU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$226,364
-$14,241 QoQ
Shares Held
5,096
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#436
of 669 holders
Holding Since
Jun 2020
12 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, 2026Composition Wealth, LLC holds $25,828,950 across 25 Software - Application names. DOCU ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
45,620 | $4,529,153 | |
| 2 | UBER |
Uber Technologies, Inc
|
62,296 | $4,495,279 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,697 | $3,264,158 | |
| 4 | CRM |
Salesforce, Inc.
|
13,563 | $2,124,779 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,022 | $1,348,626 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
17,895 | $1,265,355 | |
| 7 | PAYX |
Paychex Inc
|
11,460 | $1,126,861 | |
| 8 | FICO |
Fair Isaac Corp
|
845 | $1,009,589 |
All Filings in DOCU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,364 | 5,096 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $240,605 | 5,075 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $227,430 | 3,325 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $221,893 | 3,078 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $243,094 | 3,121 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $246,316 | 3,026 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $257,318 | 2,861 | Shares | Sole | 2025-01-13 | |
| 2022-03-31 | $215,739 | 2,014 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $279,336 | 1,834 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $401,333 | 1,559 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $228,967 | 819 | Shares | Sole | 2021-07-28 | |
| 2020-06-30 | $887,742 | 5,155 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||