Position in DOCU
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$395,207
+$89,461 QoQ
Shares Held
8,336
+86.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $15,317,042 across 24 Software - Application names. DOCU ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
9,482 | $1,770,001 | |
| 2 | ADBE |
Adobe Inc.
|
5,967 | $1,450,455 | |
| 3 | PAYX |
Paychex Inc
|
14,445 | $1,330,672 | |
| 4 | INTU |
Intuit Inc.
|
2,784 | $1,203,742 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,358 | $1,082,926 | |
| 6 | ADP |
Automatic Data Processing Inc
|
5,020 | $1,019,961 | |
| 7 | UBER |
Uber Technologies, Inc
|
11,514 | $828,199 | |
| 8 | ADSK |
Autodesk, Inc.
|
3,228 | $772,780 |
All Filings in DOCU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,207 | 8,336 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $305,746 | 4,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $311,065 | 4,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,260 | 4,330 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $415,544 | 5,105 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $431,980 | 4,803 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $243,019 | 3,914 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||