Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,546,524
+$143,285 QoQ
Shares Held
34,816
+17.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#221
of 669 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $101,620,571 across 61 Software - Application names. DOCU ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
170,910 | $19,514,499 | |
| 2 | ADP |
Automatic Data Processing Inc
|
41,514 | $9,297,054 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,236 | $6,469,010 | |
| 4 | ADBE |
Adobe Inc.
|
29,137 | $5,973,662 | |
| 5 | CRM |
Salesforce, Inc.
|
30,521 | $4,781,415 | |
| 6 | SNOW |
Snowflake Inc.
|
17,079 | $4,346,604 | |
| 7 | DDOG |
Datadog, Inc.
|
14,062 | $3,661,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
34,942 | $3,652,485 |
All Filings in DOCU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,524 | 34,816 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,403,239 | 29,598 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,158,695 | 16,940 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,120,852 | 15,548 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,422,582 | 18,264 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,492,224 | 18,332 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,665,329 | 18,516 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $941,532 | 15,164 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $668,750 | 12,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $749,377 | 12,584 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $677,967 | 11,404 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $439,362 | 10,461 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $562,041 | 11,001 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $653,892 | 11,216 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $605,130 | 10,919 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||