Position in DOCU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,559,791
-$126,554 QoQ
Shares Held
57,627
+1.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#177
of 669 holders
Holding Since
Mar 2021
22 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, 2026CEERA INVESTMENTS, LLC holds $26,143,111 across 9 Software - Application names. DOCU ranks #7 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
33,009 | $4,040,961 | |
| 2 | FICO |
Fair Isaac Corp
|
3,106 | $3,710,986 | |
| 3 | PAYX |
Paychex Inc
|
33,929 | $3,336,238 | |
| 4 | CRM |
Salesforce, Inc.
|
20,779 | $3,255,238 | |
| 5 | INTU |
Intuit Inc.
|
10,600 | $2,766,600 | |
| 6 | ADBE |
Adobe Inc.
|
13,050 | $2,675,511 | |
| 7 | DOCU |
Docusign, Inc.
This page
|
57,627 | $2,559,791 | |
| 8 | UBER |
Uber Technologies, Inc
|
30,646 | $2,211,415 |
All Filings in DOCU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,559,791 | 57,627 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,686,345 | 56,662 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,638,135 | 67,809 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,197,112 | 72,092 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,992,622 | 76,937 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,405,935 | 78,697 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,378,227 | 82,035 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,205,190 | 83,833 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,181,292 | 78,155 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,023,972 | 67,573 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,628,174 | 61,029 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,078,978 | 73,309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,268,074 | 63,967 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,487,039 | 59,812 | Shares | Sole | 2023-09-27 | |
| 2022-12-31 | $2,562,288 | 46,234 | Shares | Sole | 2023-10-02 | |
| 2022-09-30 | $2,566,292 | 47,995 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,085,763 | 36,350 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,721,062 | 25,402 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,162,107 | 20,761 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,494,754 | 9,691 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,036,130 | 10,860 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,198,607 | 10,860 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||