Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,558,930
+$388,624 QoQ
Shares Held
80,120
+19.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#152
of 669 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $23,245,577 across 4 Software - Application names. DOCU ranks #3 (15.3% of the industry book) .
All Filings in DOCU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,558,930 | 80,120 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,170,306 | 66,870 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,002,904 | 58,522 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,650,998 | 50,645 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,598,440 | 46,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,744,074 | 45,996 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,122,399 | 45,835 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,060,416 | 49,290 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,558,049 | 47,814 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,850,182 | 47,862 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,532,748 | 42,603 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,723,806 | 41,043 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,763,524 | 34,518 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,796,514 | 30,815 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,715,803 | 30,960 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,489,353 | 27,854 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,424,056 | 24,818 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||