Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,709
-$6,061 QoQ
Shares Held
61
-67.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 669 holders
Holding Since
Mar 2022
17 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, 2026Addison Advisors LLC holds $145,924 across 18 Software - Application names. DOCU ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
233 | $35,907 | |
| 2 | CRM |
Salesforce, Inc.
|
146 | $22,871 | |
| 3 | ADP |
Automatic Data Processing Inc
|
87 | $19,482 | |
| 4 | PAYX |
Paychex Inc
|
125 | $12,291 | |
| 5 | NOW |
ServiceNow, Inc.
|
110 | $10,920 | |
| 6 | WDAY |
Workday, Inc.
|
73 | $8,936 | |
| 7 | ADBE |
Adobe Inc.
|
37 | $7,585 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,709 | 61 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $8,770 | 185 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $6,840 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,164 | 141 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $7,789 | 100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,140 | 100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,994 | 100 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,209 | 100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,350 | 100 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,955 | 100 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $4,200 | 100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,109 | 100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,830 | 100 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,542 | 100 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,347 | 100 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,738 | 100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,712 | 100 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||