Position in DOCU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$22,743
+$8,378 QoQ
Shares Held
512
+69.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#516
of 669 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,759,682 across 35 Software - Application names. DOCU ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
449 | $536,456 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,424 | $339,934 | |
| 3 | U |
Unity Software Inc.
|
2,286 | $65,333 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
863 | $61,022 | |
| 5 | ADP |
Automatic Data Processing Inc
|
255 | $57,107 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
458 | $56,356 | |
| 7 | CRM |
Salesforce, Inc.
|
327 | $51,227 | |
| 8 | WDAY |
Workday, Inc.
|
395 | $48,355 |
All Filings in DOCU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,743 | 512 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,365 | 303 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,866 | 115 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,064 | 98 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,608 | 72 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5,860 | 72 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,475 | 72 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,470 | 72 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,852 | 72 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,287 | 72 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,280 | 72 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,024 | 72 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,678 | 72 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $4,197 | 72 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||