Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,048
-$2,225 QoQ
Shares Held
744
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#509
of 669 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $19,837,690 across 98 Software - Application names. DOCU ranks #39 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
16,232 | $2,542,905 | |
| 2 | NOW |
ServiceNow, Inc.
|
21,228 | $2,107,515 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,163 | $1,937,777 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,413 | $1,761,642 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,690 | $1,498,225 | |
| 6 | SAP |
Sap SE
|
8,553 | $1,318,102 | |
| 7 | DDOG |
Datadog, Inc.
|
4,630 | $1,205,466 | |
| 8 | INTU |
Intuit Inc.
|
4,366 | $1,139,526 |
All Filings in DOCU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,048 | 744 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $35,273 | 744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,554 | 666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $173,304 | 2,404 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $168,943 | 2,169 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $163,125 | 2,004 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $198,227 | 2,204 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,522 | 250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,148 | 171 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $833 | 14 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $1,842 | 31 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||