Position in DOCU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$521
+$43 QoQ
Shares Held
11
+57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026USA FINANCIAL FORMULAS holds $25,518 across 8 Software - Application names. DOCU ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
38 | $9,097 | |
| 2 | INTU |
Intuit Inc.
|
17 | $7,350 | |
| 3 | NOW |
ServiceNow, Inc.
|
67 | $7,004 | |
| 4 | YOU |
Clear Secure, Inc.
|
14 | $677 | |
| 5 | DOCU |
Docusign, Inc.
This page
|
11 | $521 | |
| 6 | ADBE |
Adobe Inc.
|
2 | $486 | |
| 7 | PEGA |
Pegasystems Inc
|
9 | $383 | |
| 8 | CSGS |
Csg Systems International Inc
|
6 | $0 |
All Filings in DOCU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $521 | 11 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $478 | 7 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||