Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$643,379
-$24,248 QoQ
Shares Held
14,484
+2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 669 holders
Holding Since
Sep 2021
19 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, 2026Integrated Wealth Concepts LLC holds $102,645,375 across 138 Software - Application names. DOCU ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
238,407 | $23,669,046 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,316 | $7,816,082 | |
| 3 | ZM |
Zoom Communications, Inc.
|
86,742 | $7,486,702 | |
| 4 | KVYO |
Klaviyo, Inc.
|
435,581 | $6,577,273 | |
| 5 | SHOP |
Shopify Inc.
|
57,168 | $6,527,442 | |
| 6 | CRM |
Salesforce, Inc.
|
36,398 | $5,702,110 | |
| 7 | SNOW |
Snowflake Inc.
|
19,550 | $4,975,475 | |
| 8 | ADBE |
Adobe Inc.
|
20,172 | $4,135,663 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,379 | 14,484 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $667,627 | 14,082 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $401,901 | 5,575 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $669,776 | 8,599 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $619,698 | 7,613 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $701,981 | 7,805 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $308,214 | 4,964 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $266,965 | 4,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $296,261 | 4,975 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $435,055 | 7,318 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $375,018 | 8,929 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $657,323 | 12,866 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $398,072 | 6,828 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $277,598 | 5,009 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $258,099 | 4,827 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $230,208 | 4,012 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $416,482 | 3,888 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $522,880 | 3,433 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $777,181 | 3,019 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||