Position in DOCU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$426
+$115 QoQ
Shares Held
9
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
6,807 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426 | 9 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $311 | 4 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $325 | 4 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $359 | 4 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $4,764 | 80 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $11,601 | 199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,026 | 217 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,185 | 284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,205 | 265 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $2,316 | 9 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,516 | 9 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,822 | 9 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,000 | 9 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,937 | 9 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||