Position in DOCU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$329,107
+$84,415 QoQ
Shares Held
7,409
+27.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#381
of 669 holders
Holding Since
Dec 2021
9 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, 2026Proficio Capital Partners LLC holds $17,109,845 across 26 Software - Application names. DOCU ranks #15 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,703 | $7,122,408 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,607 | $978,459 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,996 | $894,904 | |
| 4 | INTU |
Intuit Inc.
|
2,814 | $734,454 | |
| 5 | DDOG |
Datadog, Inc.
|
2,471 | $643,349 | |
| 6 | DT |
Dynatrace, Inc.
|
12,197 | $535,570 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5,697 | $491,708 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,590 | $455,695 |
All Filings in DOCU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,107 | 7,409 | Shares | Sole | 2026-08-17 | |
| 2023-09-30 | $244,692 | 5,826 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $311,649 | 6,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $364,433 | 6,251 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $369,152 | 6,661 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $320,926 | 6,002 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $343,419 | 5,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $607,477 | 5,671 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $409,561 | 2,689 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||