Position in DOCU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$318,136
-$31,986 QoQ
Shares Held
7,162
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#387
of 669 holders
Holding Since
Dec 2020
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, 2026Formidable Asset Management, LLC holds $8,917,410 across 9 Software - Application names. DOCU ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
19,840 | $1,969,715 | |
| 2 | ADBE |
Adobe Inc.
|
9,563 | $1,960,606 | |
| 3 | UBER |
Uber Technologies, Inc
|
23,431 | $1,690,780 | |
| 4 | CRM |
Salesforce, Inc.
|
6,605 | $1,034,739 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,507 | $785,392 | |
| 6 | MSTR |
Strategy Inc
|
6,720 | $584,169 | |
| 7 | IDCC |
InterDigital, Inc.
|
1,200 | $339,756 | |
| 8 | DOCU |
Docusign, Inc.
This page
|
7,162 | $318,136 |
All Filings in DOCU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,136 | 7,162 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $350,122 | 7,385 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $333,450 | 4,875 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $665,462 | 9,231 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $771,500 | 9,905 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $385,510 | 4,736 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $456,535 | 5,076 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $411,532 | 6,628 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $387,500 | 7,243 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $281,433 | 4,726 | Shares | Sole | 2024-05-15 | |
| 2021-09-30 | $331,312 | 1,287 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $426,064 | 1,524 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $239,295 | 1,182 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $223,411 | 1,005 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||