Position in DOCU
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$1,137
-$504 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Aspect Partners, LLC holds $151,005 across 19 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
110 | $24,634 | |
| 2 | ADBE |
Adobe Inc.
|
108 | $22,141 | |
| 3 | CRM |
Salesforce, Inc.
|
113 | $17,701 | |
| 4 | UBER |
Uber Technologies, Inc
|
242 | $17,462 | |
| 5 | ROP |
Roper Technologies Inc
|
50 | $16,919 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
122 | $8,626 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
19 | $7,130 | |
| 8 | LYFT |
Lyft, Inc.
|
431 | $6,296 |
All Filings in DOCU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,137 | 24 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,641 | 24 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,730 | 24 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||