Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$932
-$63 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#620
of 669 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $343,166 across 45 Software - Application names. DOCU ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
118 | $44,287 | |
| 2 | CRM |
Salesforce, Inc.
|
233 | $36,501 | |
| 3 | UBER |
Uber Technologies, Inc
|
398 | $28,719 | |
| 4 | SAP |
Sap SE
|
160 | $24,657 | |
| 5 | ADBE |
Adobe Inc.
|
119 | $24,397 | |
| 6 | ADP |
Automatic Data Processing Inc
|
107 | $23,962 | |
| 7 | ADSK |
Autodesk, Inc.
|
109 | $21,191 | |
| 8 | SNOW |
Snowflake Inc.
|
83 | $21,123 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $995 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,368 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,441 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,557 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,628 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,798 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,241 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,070 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,191 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,189 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $840 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,021 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,166 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,108 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,069 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,549 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,892 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $4,112 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $6,950 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $7,548 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,871 | 29 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $5,335 | 24 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,735 | 22 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $3,788 | 22 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,032 | 22 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||