Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$770,109
+$175,873 QoQ
Shares Held
17,337
+38.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#284
of 669 holders
Holding Since
Dec 2023
7 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, 2026WCG Wealth Advisors LLC holds $34,507,701 across 11 Software - Application names. DOCU ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
146,503 | $10,571,656 | |
| 2 | SHOP |
Shopify Inc.
|
58,459 | $6,674,848 | |
| 3 | CRM |
Salesforce, Inc.
|
38,421 | $6,019,033 | |
| 4 | ADSK |
Autodesk, Inc.
|
15,376 | $2,989,401 | |
| 5 | ADBE |
Adobe Inc.
|
12,536 | $2,570,130 | |
| 6 | YOU |
Clear Secure, Inc.
|
45,869 | $2,556,279 | |
| 7 | MSTR |
Strategy Inc
|
15,866 | $1,379,231 | |
| 8 | DOCU |
Docusign, Inc.
This page
|
17,337 | $770,109 |
All Filings in DOCU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,109 | 17,337 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $594,236 | 12,534 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $758,145 | 11,084 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $854,338 | 11,851 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $805,927 | 10,347 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $815,628 | 10,020 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $735,218 | 12,367 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||