Position in DOCU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$206,517
-$102,993 QoQ
Shares Held
4,356
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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, 2026Synergy Financial Group, LTD holds $11,209,007 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
50,860 | $5,807,194 | |
| 2 | DDOG |
Datadog, Inc.
|
5,963 | $1,552,526 | |
| 3 | SNOW |
Snowflake Inc.
|
2,911 | $740,849 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,358 | $631,222 | |
| 5 | ZM |
Zoom Communications, Inc.
|
5,917 | $510,696 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,671 | $481,379 | |
| 7 | PAYC |
Paycom Software, Inc.
|
3,384 | $425,301 | |
| 8 | CRM |
Salesforce, Inc.
|
1,910 | $299,220 |
All Filings in DOCU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,517 | 4,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $309,510 | 4,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,895 | 4,701 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $362,032 | 4,648 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $393,650 | 4,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $381,435 | 4,241 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $254,631 | 4,101 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $220,420 | 4,120 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $225,634 | 3,789 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,319 | 3,420 | Shares | Sole | 2024-02-15 | |
| 2023-03-31 | $203,408 | 3,489 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $504,275 | 9,431 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $541,150 | 9,431 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,013,783 | 9,464 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $1,336,977 | 8,778 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||