Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$240,756
New position
Shares Held
5,420
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#427
of 669 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Brand Asset Management Group, Inc. holds $450,654 across 2 Software - Application names. DOCU ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
5,420 | $240,756 | |
| 2 | APPF |
Appfolio Inc
|
1,309 | $209,898 |
All Filings in DOCU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,756 | 5,420 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||