Position in DOCU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$404,577
-$28,845 QoQ
Shares Held
9,108
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#351
of 669 holders
Holding Since
Jun 2020
23 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, 2026RMR Wealth Builders holds $10,479,083 across 11 Software - Application names. DOCU ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
52,150 | $3,763,144 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,519 | $2,446,711 | |
| 3 | CRM |
Salesforce, Inc.
|
9,173 | $1,437,042 | |
| 4 | SHOP |
Shopify Inc.
|
7,543 | $861,259 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
3,559 | $437,934 | |
| 6 | DOCU |
Docusign, Inc.
This page
|
9,108 | $404,577 | |
| 7 | TYL |
Tyler Technologies Inc
|
1,020 | $298,309 | |
| 8 | INTU |
Intuit Inc.
|
1,033 | $269,613 |
All Filings in DOCU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,577 | 9,108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $433,422 | 9,142 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $625,312 | 9,142 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $659,046 | 9,142 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $709,422 | 9,108 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $741,391 | 9,108 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $819,173 | 9,108 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $565,515 | 9,108 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $490,862 | 9,175 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $546,371 | 9,175 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $549,674 | 9,246 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $387,450 | 9,225 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $488,675 | 9,565 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $476,427 | 8,172 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $452,892 | 8,172 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $458,344 | 8,572 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $221,738 | 2,070 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $374,303 | 1,454 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $397,268 | 1,421 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $483,653 | 2,389 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $298,326 | 1,342 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $559,624 | 2,600 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $225,767 | 1,311 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||