Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$918,250
-$97,509 QoQ
Shares Held
20,672
-3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#264
of 674 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, 2026Larson Financial Group LLC holds $25,117,242 across 97 Software - Application names. DOCU ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
30,350 | $4,226,237 | |
| 2 | UBER |
Uber Technologies, Inc
|
36,965 | $2,667,394 | |
| 3 | DDOG |
Datadog, Inc.
|
7,089 | $1,845,692 | |
| 4 | SHOP |
Shopify Inc.
|
15,432 | $1,762,025 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,109 | $1,003,621 | |
| 6 | FICO |
Fair Isaac Corp
|
798 | $953,434 | |
| 7 | DOCU |
Docusign, Inc.
This page
|
20,672 | $918,250 | |
| 8 | IDCC |
InterDigital, Inc.
|
3,147 | $891,010 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,250 | 20,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,015,759 | 21,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,515,060 | 22,150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,721,220 | 23,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,891,558 | 24,285 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,048,838 | 25,170 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,670 | 152 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,264 | 117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,971 | 149 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,086 | 119 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,565 | 245 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,658 | 349 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,706 | 327 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $23,086 | 396 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,842 | 340 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,179 | 340 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,205 | 265 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $59,880 | 559 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $87,578 | 575 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $66,674 | 259 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $103,720 | 371 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $77,133 | 381 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $76,471 | 344 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $27,550 | 128 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $9,815 | 57 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $5,266 | 57 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||