Position in DOCU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$331
-$97,883 QoQ
Shares Held
7
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 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, 2026First Pacific Financial holds $2,087,543 across 18 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
3,883 | $988,223 | |
| 2 | CRM |
Salesforce, Inc.
|
4,960 | $777,033 | |
| 3 | ADP |
Automatic Data Processing Inc
|
512 | $114,662 | |
| 4 | INTU |
Intuit Inc.
|
131 | $34,191 | |
| 5 | PAYX |
Paychex Inc
|
274 | $26,942 | |
| 6 | TEAM |
Atlassian Corp
|
328 | $25,515 | |
| 7 | UBER |
Uber Technologies, Inc
|
293 | $21,142 | |
| 8 | ADBE |
Adobe Inc.
|
87 | $17,836 |
All Filings in DOCU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331 | 7 | Shares | Sole | 2026-04-23 | |
| 2024-12-31 | $98,214 | 1,092 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $67,802 | 1,092 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $58,422 | 1,092 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $65,028 | 1,092 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $64,919 | 1,092 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $45,864 | 1,092 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $55,790 | 1,092 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||