Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,664
-$314 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 669 holders
Holding Since
Jun 2022
17 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, 2026PFS Partners, LLC holds $234,144 across 14 Software - Application names. DOCU ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,194 | $136,330 | |
| 2 | ZM |
Zoom Communications, Inc.
|
300 | $25,893 | |
| 3 | FICO |
Fair Isaac Corp
|
16 | $19,116 | |
| 4 | ADP |
Automatic Data Processing Inc
|
59 | $13,213 | |
| 5 | CRM |
Salesforce, Inc.
|
59 | $9,242 | |
| 6 | PEGA |
Pegasystems Inc
|
193 | $5,784 | |
| 7 | SNOW |
Snowflake Inc.
|
20 | $5,090 | |
| 8 | DOCU |
Docusign, Inc.
This page
|
105 | $4,664 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,664 | 105 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,978 | 105 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,182 | 105 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,569 | 105 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,178 | 105 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,547 | 105 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,443 | 105 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,519 | 105 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,617 | 105 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,252 | 105 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,242 | 105 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,410 | 105 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,364 | 105 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $6,121 | 105 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $5,819 | 105 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $5,614 | 105 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $6,024 | 105 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||