Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$205,131
-$26,656 QoQ
Shares Held
4,618
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#452
of 669 holders
Holding Since
Jun 2020
24 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, 2026Intellectus Partners, LLC holds $19,473,202 across 15 Software - Application names. DOCU ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
17,852 | $4,543,334 | |
| 2 | SHOP |
Shopify Inc.
|
30,407 | $3,471,871 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,761 | $2,259,712 | |
| 4 | ADBE |
Adobe Inc.
|
7,527 | $1,543,185 | |
| 5 | UBER |
Uber Technologies, Inc
|
18,761 | $1,353,793 | |
| 6 | PAYX |
Paychex Inc
|
13,473 | $1,324,800 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,683 | $1,048,757 | |
| 8 | HUBS |
Hubspot Inc
|
4,345 | $793,005 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,131 | 4,618 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $231,787 | 4,889 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $329,482 | 4,817 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $347,978 | 4,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $375,975 | 4,827 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $474,317 | 5,827 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $591,535 | 6,577 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $495,291 | 7,977 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $469,302 | 8,772 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $579,183 | 9,726 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $673,330 | 11,326 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $532,392 | 12,676 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $922,174 | 18,050 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,046,485 | 17,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $978,218 | 17,651 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $897,761 | 16,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,024,233 | 17,850 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,493,252 | 13,940 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $379,099 | 2,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $270,301 | 1,050 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $293,548 | 1,050 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $212,572 | 1,050 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $222,300 | 1,000 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $221,978 | 1,289 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||