Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$407,731
+$99,566 QoQ
Shares Held
9,179
+41.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#350
of 669 holders
Holding Since
Jun 2021
10 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, 2026CERTUITY, LLC holds $16,570,020 across 21 Software - Application names. DOCU ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
64,719 | $4,670,123 | |
| 2 | SHOP |
Shopify Inc.
|
23,975 | $2,737,465 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,410 | $987,619 | |
| 4 | CRM |
Salesforce, Inc.
|
5,448 | $853,483 | |
| 5 | ZM |
Zoom Communications, Inc.
|
8,156 | $703,944 | |
| 6 | ADBE |
Adobe Inc.
|
3,347 | $686,201 | |
| 7 | PCTY |
Paylocity Holding Corp
|
6,259 | $654,253 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,383 | $519,067 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,731 | 9,179 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $308,165 | 6,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $506,365 | 7,403 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $405,001 | 5,618 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $313,507 | 4,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,415 | 4,268 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $362,997 | 4,036 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $207,023 | 3,551 | Shares | Sole | 2023-05-11 | |
| 2021-09-30 | $210,835 | 819 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $228,688 | 818 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||