Position in DOCU
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$209,694
-$35,793 QoQ
Shares Held
4,423
+23.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $37,290,059 across 21 Software - Application names. DOCU ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
115,318 | $10,623,094 | |
| 2 | FICO |
Fair Isaac Corp
|
5,890 | $6,287,810 | |
| 3 | UBER |
Uber Technologies, Inc
|
76,839 | $5,527,029 | |
| 4 | CHYM |
Chime Financial, Inc.
|
110,609 | $2,071,706 | |
| 5 | CRM |
Salesforce, Inc.
|
9,387 | $1,752,271 | |
| 6 | SHOP |
Shopify Inc.
|
14,440 | $1,712,872 | |
| 7 | DDOG |
Datadog, Inc.
|
13,538 | $1,598,160 | |
| 8 | ADBE |
Adobe Inc.
|
6,506 | $1,581,478 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,694 | 4,423 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $245,487 | 3,589 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $219,730 | 3,048 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $234,526 | 3,011 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,213,918 | 14,913 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,345,232 | 14,957 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $926,320 | 14,919 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $805,335 | 15,053 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $920,226 | 15,453 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $805,725 | 13,553 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $594,300 | 14,150 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $525,154 | 10,279 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $561,487 | 9,631 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $500,387 | 9,029 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $501,441 | 9,378 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $693,609 | 12,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,473,756 | 13,758 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,978,659 | 12,991 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,006,409 | 7,794 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||