BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in DOCU — Docusign, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in DOCU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,665
-$61,812 QoQ
Shares Held
60
-95.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 669 holders
Holding Since
Dec 2020
16 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $32,583,931 across 20 Software - Application names. DOCU ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
144,529 | $10,429,212 | |
| 2 | ADBE |
Adobe Inc.
|
27,548 | $5,647,890 | |
| 3 | INTU |
Intuit Inc.
|
20,659 | $5,391,999 | |
| 4 | NOW |
ServiceNow, Inc.
|
49,327 | $4,897,184 | |
| 5 | CRM |
Salesforce, Inc.
|
17,694 | $2,771,942 | |
| 6 | ADP |
Automatic Data Processing Inc
|
7,918 | $1,773,236 | |
| 7 | ROP |
Roper Technologies Inc
|
2,859 | $967,457 | |
| 8 | PAYX |
Paychex Inc
|
4,154 | $408,462 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,665 | 60 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $64,477 | 1,360 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $249,752 | 4,194 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $279,058 | 4,694 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $230,160 | 5,480 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $291,928 | 5,714 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $440,398 | 7,554 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $438,870 | 7,919 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $714,412 | 13,361 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $796,663 | 13,884 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,535,136 | 14,331 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,259,366 | 14,834 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,407,459 | 17,121 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,067,765 | 18,127 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,828,631 | 13,972 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $1,071,263 | 4,819 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||