Position in DOCU
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$582,668
-$110,908 QoQ
Shares Held
12,290
+21.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $66,645,809 across 28 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
174,012 | $12,556,705 | |
| 2 | CRM |
Salesforce, Inc.
|
66,761 | $10,458,778 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,896 | $6,716,726 | |
| 4 | ADP |
Automatic Data Processing Inc
|
26,980 | $6,042,171 | |
| 5 | SHOP |
Shopify Inc.
|
44,719 | $5,106,015 | |
| 6 | DDOG |
Datadog, Inc.
|
14,197 | $3,696,330 | |
| 7 | INTU |
Intuit Inc.
|
14,085 | $3,676,185 | |
| 8 | MSTR |
Strategy Inc
|
33,625 | $2,923,021 |
All Filings in DOCU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,668 | 12,290 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $693,576 | 10,140 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $669,067 | 9,281 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $794,322 | 10,198 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,017,662 | 12,502 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $328,730 | 3,655 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $295,051 | 4,752 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $308,695 | 5,770 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $371,234 | 6,234 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $425,126 | 7,151 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $351,288 | 8,364 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $354,922 | 6,947 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $389,035 | 6,673 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $358,234 | 6,464 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $344,667 | 6,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $309,220 | 5,389 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $618,510 | 5,774 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $752,716 | 4,942 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,279,169 | 4,969 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,387,505 | 4,963 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $794,616 | 3,925 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $891,645 | 4,011 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $809,517 | 3,761 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||