Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$341,323
+$98,584 QoQ
Shares Held
7,684
+50.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 669 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Snowden Capital Advisors LLC holds $34,279,887 across 26 Software - Application names. DOCU ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
39,048 | $8,744,799 | |
| 2 | CRM |
Salesforce, Inc.
|
34,969 | $5,478,243 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,262 | $3,338,265 | |
| 4 | SHOP |
Shopify Inc.
|
20,017 | $2,285,541 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,879 | $1,874,307 | |
| 6 | PAYX |
Paychex Inc
|
18,065 | $1,776,331 | |
| 7 | ADSK |
Autodesk, Inc.
|
6,449 | $1,253,814 | |
| 8 | FROG |
JFrog Ltd
|
12,839 | $1,166,808 |
All Filings in DOCU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,323 | 7,684 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,739 | 5,120 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,425 | 5,284 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $403,127 | 5,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,915 | 5,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $488,888 | 6,006 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $546,205 | 6,073 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $340,259 | 6,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $416,203 | 7,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $372,754 | 6,726 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $352,260 | 6,588 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $348,870 | 6,080 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $312,897 | 2,921 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $82,856 | 544 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $808,845 | 3,142 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $600,795 | 2,149 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $465,027 | 2,297 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $454,381 | 2,044 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $456,093 | 2,119 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $215,779 | 1,253 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||