Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$337,636
-$22,727 QoQ
Shares Held
7,601
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 669 holders
Holding Since
Jun 2022
4 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, 2026Venture Visionary Partners LLC holds $32,200,308 across 11 Software - Application names. DOCU ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
91,569 | $10,455,348 | |
| 2 | NOW |
ServiceNow, Inc.
|
77,074 | $7,651,906 | |
| 3 | CRM |
Salesforce, Inc.
|
32,204 | $5,045,078 | |
| 4 | UBER |
Uber Technologies, Inc
|
31,816 | $2,295,842 | |
| 5 | UPBD |
Upbound Group, Inc.
|
91,367 | $1,938,807 | |
| 6 | SNOW |
Snowflake Inc.
|
6,395 | $1,627,527 | |
| 7 | ADBE |
Adobe Inc.
|
4,842 | $992,706 | |
| 8 | DAVE |
Dave Inc./DE
|
2,150 | $801,068 |
All Filings in DOCU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,636 | 7,601 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $360,363 | 7,601 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,940 | 7,850 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $7,402 | 129 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||