Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$369,663
-$66,509 QoQ
Shares Held
8,322
-9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 669 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kestra Advisory Services, LLC holds $112,562,706 across 40 Software - Application names. DOCU ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
316,776 | $22,858,556 | |
| 2 | CRM |
Salesforce, Inc.
|
113,470 | $17,776,210 | |
| 3 | SHOP |
Shopify Inc.
|
103,131 | $11,775,497 | |
| 4 | NOW |
ServiceNow, Inc.
|
91,785 | $9,112,414 | |
| 5 | ADP |
Automatic Data Processing Inc
|
28,439 | $6,368,914 | |
| 6 | ADBE |
Adobe Inc.
|
30,591 | $6,271,766 | |
| 7 | SNOW |
Snowflake Inc.
|
24,104 | $6,134,468 | |
| 8 | MSTR |
Strategy Inc
|
57,056 | $4,959,878 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,663 | 8,322 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $436,172 | 9,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $714,369 | 10,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $720,683 | 9,997 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $702,022 | 9,013 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $684,818 | 8,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,466,921 | 16,310 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,158,475 | 18,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $912,335 | 17,053 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $850,314 | 14,279 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $661,500 | 11,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $885,318 | 21,079 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,268,922 | 24,837 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,650,298 | 28,307 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,410,271 | 43,491 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,441,707 | 45,665 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,469,348 | 43,035 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,439,695 | 41,446 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $6,080,672 | 39,923 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $9,996,006 | 38,830 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $10,517,982 | 37,622 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $7,438,013 | 36,740 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $8,780,405 | 39,498 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $8,102,279 | 37,643 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||