Position in DOCU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,731
-$630 QoQ
Shares Held
84
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#573
of 669 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. DOCU ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in DOCU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,731 | 84 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,361 | 92 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,608 | 82 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,767 | 80 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $28,975 | 372 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $98,005 | 1,204 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,343 | 115 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,140 | 115 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,152 | 115 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $79,499 | 1,335 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $86,797 | 1,460 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $125,622 | 2,991 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $167,421 | 3,277 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $264,973 | 4,545 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $157,226 | 2,837 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $175,755 | 3,287 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $205,936 | 3,589 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $838,642 | 7,829 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,283,126 | 14,990 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,984,128 | 11,592 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,185,957 | 7,819 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,407,535 | 11,892 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||