Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222
+$128 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 669 holders
Holding Since
Sep 2020
10 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, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names. DOCU ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222 | 5 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $94 | 2 | Shares | Other | 2026-05-13 | |
| 2025-03-31 | $651 | 8 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $719 | 8 | Shares | Other | 2026-02-20 | |
| 2021-12-31 | $15,231 | 100 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $51,486 | 200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,957 | 100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,245 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $241,195 | 1,085 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $208,137 | 967 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||