Position in DOCU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$561,808
-$17,651 QoQ
Shares Held
11,850
+47.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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, 2026Impact Partnership Wealth, LLC holds $8,101,878 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
6,220 | $1,623,420 | |
| 2 | ADBE |
Adobe Inc.
|
7,725 | $1,583,779 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,224 | $722,014 | |
| 4 | DDOG |
Datadog, Inc.
|
2,569 | $668,864 | |
| 5 | RNG |
RingCentral, Inc.
|
14,169 | $552,307 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,463 | $549,093 | |
| 7 | PAYX |
Paychex Inc
|
5,574 | $548,091 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,000 | $496,400 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,808 | 11,850 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $579,459 | 8,038 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $442,025 | 5,675 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $401,953 | 4,938 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $413,364 | 4,596 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $271,519 | 4,373 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $235,132 | 4,395 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $125,710 | 2,111 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $59 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $588 | 14 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||