Position in DOCU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$674,473
-$262,253 QoQ
Shares Held
15,184
-23.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 669 holders
Holding Since
Jun 2020
9 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, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. DOCU ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in DOCU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,473 | 15,184 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $936,726 | 19,758 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $310,809 | 4,544 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $286,485 | 3,974 | Shares | Sole | 2025-10-29 | |
| 2021-06-30 | $282,645 | 1,011 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $204,676 | 1,011 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $218,076 | 981 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $518,513 | 2,409 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $386,783 | 2,246 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||