Position in DOCU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$391,748
-$763,733 QoQ
Shares Held
8,263
-51.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 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, 2026INCEPTIONR LLC holds $10,688,553 across 20 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCOR |
Procore Technologies, Inc.
|
24,596 | $999,089 | |
| 2 | APPF |
Appfolio Inc
|
5,912 | $947,989 | |
| 3 | ADBE |
Adobe Inc.
|
4,501 | $922,795 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,328 | $841,449 | |
| 5 | FICO |
Fair Isaac Corp
|
684 | $817,229 | |
| 6 | MANH |
Manhattan Associates Inc
|
5,490 | $764,482 | |
| 7 | PEGA |
Pegasystems Inc
|
25,005 | $749,399 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
6,059 | $745,559 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,748 | 8,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,155,481 | 16,893 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,408,206 | 19,534 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $851,259 | 10,929 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $606,430 | 7,450 | Shares | Sole | 2025-05-12 | |
| 2023-12-31 | $230,309 | 3,874 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $318,318 | 7,579 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $402,538 | 7,879 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $819,230 | 14,052 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $333,129 | 6,011 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||