Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$275,448
+$238,603 QoQ
Shares Held
6,201
+881.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#409
of 669 holders
Holding Since
Mar 2020
14 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, 2026Ellevest, Inc. holds $10,745,798 across 16 Software - Application names. DOCU ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
9,478 | $1,460,654 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,056 | $1,356,241 | |
| 3 | DDOG |
Datadog, Inc.
|
4,933 | $1,284,355 | |
| 4 | CRM |
Salesforce, Inc.
|
6,418 | $1,005,443 | |
| 5 | PAYX |
Paychex Inc
|
8,959 | $880,938 | |
| 6 | UBER |
Uber Technologies, Inc
|
11,967 | $863,538 | |
| 7 | NOW |
ServiceNow, Inc.
|
7,913 | $785,602 | |
| 8 | ADBE |
Adobe Inc.
|
3,728 | $764,314 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,448 | 6,201 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $36,845 | 632 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,572 | 696 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $101,539 | 1,899 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $153,491 | 2,675 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $328,537 | 3,067 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $210,949 | 1,385 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $421,412 | 1,637 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $441,441 | 1,579 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $318,048 | 1,571 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $313,443 | 1,410 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $249,893 | 1,161 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $123,818 | 719 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $33,356 | 361 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||