Steward Partners Investment Advisory, LLC
Position in DOCU — Docusign, Inc.
CIK 1723397
STAMFORD, CT
Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$399,691
+$134,812 QoQ
Shares Held
8,998
+61.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 669 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,232 across 89 Software - Application names. DOCU ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,691 | 8,998 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $264,879 | 5,587 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $375,037 | 5,483 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $522,219 | 7,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $695,012 | 8,923 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $765,648 | 9,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $855,329 | 9,510 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,078,338 | 33,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $418,370 | 7,820 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $585,614 | 9,834 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $464,126 | 7,807 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $263,886 | 6,283 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $788,982 | 15,443 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,035,291 | 17,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $675,680 | 12,192 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $734,089 | 13,729 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $813,017 | 14,169 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,524,853 | 14,235 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,986,579 | 13,043 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,440,667 | 17,250 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,580,452 | 12,807 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,958,298 | 9,673 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,791,515 | 8,059 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,583,090 | 7,355 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,116,954 | 6,486 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,162,022 | 12,576 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||