Position in DOCU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$798,405
-$81,619 QoQ
Shares Held
17,974
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#276
of 669 holders
Holding Since
Mar 2020
26 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, 2026Resonant Capital Advisors, LLC holds $18,170,722 across 19 Software - Application names. DOCU ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
17,955 | $4,021,022 | |
| 2 | CRM |
Salesforce, Inc.
|
23,373 | $3,661,614 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,704 | $2,576,400 | |
| 4 | ADBE |
Adobe Inc.
|
9,941 | $2,038,103 | |
| 5 | DOCU |
Docusign, Inc.
This page
|
17,974 | $798,405 | |
| 6 | SAP |
Sap SE
|
3,889 | $599,333 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,488 | $558,476 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,767 | $473,267 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,405 | 17,974 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $880,024 | 18,562 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,264,237 | 18,483 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,294,015 | 17,950 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,421,103 | 18,245 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,448,675 | 17,797 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,582,224 | 17,592 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,087,568 | 17,516 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $928,706 | 17,359 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,001,511 | 16,818 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,028,485 | 17,300 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $539,112 | 12,836 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $637,909 | 12,486 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $738,719 | 12,671 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $696,629 | 12,570 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $671,904 | 12,566 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $713,921 | 12,442 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,346,177 | 12,567 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,840,057 | 12,081 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,054,406 | 11,865 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,233,227 | 11,565 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,341,334 | 11,565 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,512,212 | 11,301 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,490,111 | 11,569 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,731,250 | 15,860 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,649,247 | 17,849 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||