Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$174,259
+$40,326 QoQ
Shares Held
3,923
+38.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. DOCU ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,259 | 3,923 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $133,933 | 2,825 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $180,439 | 2,638 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $143,098 | 1,985 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $115,432 | 1,482 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $222,710 | 2,736 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $251,652 | 2,798 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $49,734 | 801 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $38,092 | 712 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,791 | 685 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $54,694 | 920 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $32,088 | 764 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $45,112 | 883 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $53,227 | 913 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $135,113 | 2,438 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $181,209 | 3,389 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $516 | 9 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $128,544 | 1,200 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $129,768 | 852 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $425,016 | 1,651 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $386,086 | 1,381 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $437,696 | 2,162 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $535,743 | 2,410 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $286,053 | 1,329 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $122,269 | 710 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $32,340 | 350 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||