Position in DOCU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,775,675
-$942,231 QoQ
Shares Held
121,824
+24.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $56,991,023 across 19 Software - Application names. DOCU ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
166,101 | $11,947,644 | |
| 2 | SNOW |
Snowflake Inc.
|
50,949 | $7,684,128 | |
| 3 | CRM |
Salesforce, Inc.
|
40,880 | $7,631,069 | |
| 4 | NOW |
ServiceNow, Inc.
|
65,268 | $6,823,769 | |
| 5 | DOCU |
Docusign, Inc.
This page
|
121,824 | $5,775,675 | |
| 6 | ROP |
Roper Technologies Inc
|
15,808 | $5,593,818 | |
| 7 | PAYC |
Paycom Software, Inc.
|
21,205 | $2,577,255 | |
| 8 | SHOP |
Shopify Inc.
|
15,824 | $1,877,042 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,775,675 | 121,824 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,717,906 | 98,215 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,754,977 | 93,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,335,368 | 94,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,232,551 | 101,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,607,930 | 106,826 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,485,673 | 104,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,580,959 | 104,317 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,005,832 | 84,061 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,659,691 | 78,380 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,877,566 | 92,323 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,690,572 | 91,810 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,903,942 | 66,963 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,989,465 | 53,942 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,489,238 | 65,256 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,456,112 | 60,232 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,555,599 | 42,528 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,897,545 | 19,024 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,971,141 | 7,657 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,262,280 | 8,092 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,610,489 | 7,955 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,811,078 | 8,147 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,584,812 | 7,363 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,494,266 | 8,677 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $729,405 | 7,894 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||