Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$208,285
-$33,790 QoQ
Shares Held
4,689
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 669 holders
Holding Since
Mar 2020
25 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, 2026Truvestments Capital LLC holds $8,592,807 across 35 Software - Application names. DOCU ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
25,281 | $2,189,244 | |
| 2 | SHOP |
Shopify Inc.
|
13,757 | $1,570,774 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,742 | $838,020 | |
| 4 | INTA |
Intapp, Inc.
|
19,473 | $490,914 | |
| 5 | UPBD |
Upbound Group, Inc.
|
23,051 | $489,142 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
7,782 | $482,873 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
9,892 | $475,805 | |
| 8 | FRSH |
Freshworks Inc.
|
29,066 | $294,147 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,285 | 4,689 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $242,075 | 5,106 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $414,230 | 6,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $339,615 | 4,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $341,313 | 4,382 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $330,239 | 4,057 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $98,484 | 1,095 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,825 | 1,189 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $173,766 | 2,918 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $358,007 | 6,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $250,026 | 5,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $301,788 | 5,907 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $353,589 | 6,065 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $297,328 | 5,365 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $143,620 | 2,686 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $156,819 | 2,733 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $294,044 | 2,745 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $374,073 | 2,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $548,325 | 2,130 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $582,623 | 2,084 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $458,954 | 2,267 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $417,034 | 1,876 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $366,768 | 1,704 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $199,246 | 1,157 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $25,502 | 276 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||