Position in DOCU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$44
-$193 QoQ
Shares Held
1
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 669 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $166,977 across 44 Software - Application names. DOCU ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
566 | $64,625 | |
| 2 | PAYX |
Paychex Inc
|
399 | $39,233 | |
| 3 | SOUN |
Soundhound Ai, Inc.
|
5,781 | $37,403 | |
| 4 | INTU |
Intuit Inc.
|
45 | $11,745 | |
| 5 | UBER |
Uber Technologies, Inc
|
22 | $1,587 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | PDFS |
Pdf Solutions Inc
|
21 | $1,486 | |
| 8 | FICO |
Fair Isaac Corp
|
1 | $1,194 |
All Filings in DOCU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44 | 1 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $237 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $342 | 5 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $360 | 5 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $545 | 7 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||