Position in DOCU
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$628,040
+$542,339 QoQ
Shares Held
13,247
+801.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026Belpointe Asset Management LLC holds $13,439,275 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
28,009 | $2,780,733 | |
| 2 | DDOG |
Datadog, Inc.
|
6,113 | $1,591,580 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
18,839 | $1,332,105 | |
| 4 | UBER |
Uber Technologies, Inc
|
18,055 | $1,302,848 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,129 | $1,174,376 | |
| 6 | DAVE |
Dave Inc./DE
|
2,885 | $1,074,922 | |
| 7 | CRM |
Salesforce, Inc.
|
4,687 | $734,265 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,253 | $728,509 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $628,040 | 13,247 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $85,701 | 1,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,084 | 1,427 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $115,388 | 2,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,062 | 1,831 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,370,493 | 12,794 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $383,821 | 2,520 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $763,022 | 2,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,012,344 | 7,198 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $730,844 | 3,610 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,047,827 | 9,212 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,620,977 | 12,177 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,566,273 | 14,902 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,051,881 | 11,384 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||