Position in DOCU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$612,196
-$41,208 QoQ
Shares Held
13,782
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#308
of 674 holders
Holding Since
Mar 2020
17 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, 2026FINANCIAL CONSULATE, INC holds $2,158,493 across 38 Software - Application names. DOCU ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
13,782 | $612,196 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,889 | $352,790 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
694 | $260,472 | |
| 4 | DDOG |
Datadog, Inc.
|
893 | $232,501 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
1,592 | $195,895 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,277 | $126,780 | |
| 7 | SHOP |
Shopify Inc.
|
589 | $67,252 | |
| 8 | SNOW |
Snowflake Inc.
|
234 | $59,553 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,196 | 13,782 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $653,404 | 13,782 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $962,593 | 14,073 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,128,496 | 15,654 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $925,920 | 15,882 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $878,351 | 15,849 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $847,446 | 15,849 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $909,415 | 15,849 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $1,697,744 | 15,849 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $2,413,961 | 15,849 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,080,008 | 15,849 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $4,458,861 | 15,949 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $3,324,026 | 16,419 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $3,649,943 | 16,419 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $3,534,025 | 16,419 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $3,016,946 | 17,519 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $1,618,755 | 17,519 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||