Position in DOCU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$653,404
-$309,189 QoQ
Shares Held
13,782
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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 Mar 31, 2026FINANCIAL CONSULATE, INC holds $2,238,085 across 37 Software - Application names. DOCU ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
13,782 | $653,404 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,417 | $389,644 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
1,425 | $213,123 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
749 | $208,124 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,809 | $189,130 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
1,518 | $86,526 | |
| 7 | TYL |
Tyler Technologies Inc
|
225 | $77,035 | |
| 8 | MANH |
Manhattan Associates Inc
|
498 | $66,293 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||