Position in DOCU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$234,670
-$41,958 QoQ
Shares Held
5,283
+9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 669 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Advisors, LLC holds $34,266,749 across 14 Software - Application names. DOCU ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERX |
Vertex, Inc.
|
1,343,838 | $15,427,260 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,924 | $7,859,955 | |
| 3 | BSY |
Bentley Systems Inc
|
194,576 | $5,815,876 | |
| 4 | DDOG |
Datadog, Inc.
|
3,187 | $829,767 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,698 | $828,167 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,787 | $773,093 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,830 | $686,835 | |
| 8 | FICO |
Fair Isaac Corp
|
345 | $412,199 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,670 | 5,283 | Shares | Sole | 2026-07-24 | |
| 2022-06-30 | $276,628 | 4,821 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $512,462 | 4,784 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $726,061 | 4,767 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,226,911 | 4,766 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,332,151 | 4,765 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $964,674 | 4,765 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,059,259 | 4,765 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,025,618 | 4,765 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $820,580 | 4,765 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||