Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,115,341
+$749,621 QoQ
Shares Held
25,109
+225.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#246
of 658 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $18,044,250 across 41 Software - Application names. DOCU ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
2,978 | $3,558,054 | |
| 2 | SNOW |
Snowflake Inc.
|
7,181 | $1,827,564 | |
| 3 | CRM |
Salesforce, Inc.
|
11,477 | $1,797,986 | |
| 4 | DDOG |
Datadog, Inc.
|
6,450 | $1,679,322 | |
| 5 | ADBE |
Adobe Inc.
|
7,411 | $1,519,403 | |
| 6 | NOW |
ServiceNow, Inc.
|
14,857 | $1,475,002 | |
| 7 | MSTR |
Strategy Inc
|
13,400 | $1,164,862 | |
| 8 | DOCU |
Docusign, Inc.
This page
|
25,109 | $1,115,341 |
All Filings in DOCU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,341 | 25,109 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,720 | 7,714 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $417,171 | 6,099 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,308 | 143 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,068,027 | 13,712 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,257,792 | 15,452 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,892,607 | 21,043 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,274,769 | 20,531 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,221,244 | 22,827 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,532,281 | 25,731 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,365,566 | 22,970 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $990,696 | 23,588 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $271,390 | 5,312 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,045,668 | 17,936 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,066,779 | 19,249 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $748,045 | 13,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $767,055 | 13,368 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,039,813 | 9,707 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $873,954 | 5,738 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||