Position in DOCU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,789
+$8,833 QoQ
Shares Held
423
+101.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
of 669 holders
Holding Since
Sep 2021
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, 2026Activest Wealth Management holds $1,468,796 across 55 Software - Application names. DOCU ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,326 | $672,964 | |
| 2 | CRM |
Salesforce, Inc.
|
1,795 | $281,204 | |
| 3 | ADP |
Automatic Data Processing Inc
|
192 | $42,998 | |
| 4 | FIG |
Figma, Inc.
|
2,000 | $36,180 | |
| 5 | PAYX |
Paychex Inc
|
359 | $35,300 | |
| 6 | DDOG |
Datadog, Inc.
|
130 | $33,846 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
2,000 | $31,740 | |
| 8 | ZM |
Zoom Communications, Inc.
|
359 | $30,985 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,789 | 423 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,956 | 210 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,283 | 48 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $72 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $162 | 2 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $89 | 1 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $16,702 | 269 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,391 | 269 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,018 | 269 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,992 | 269 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $11,298 | 269 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $13,350 | 229 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $13,140 | 229 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $15,103 | 141 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $21,475 | 141 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $17,505 | 68 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||