Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,449
-$9,086 QoQ
Shares Held
708
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#512
of 674 holders
Holding Since
Jun 2024
9 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, 2026WealthCollab, LLC holds $1,426,891 across 35 Software - Application names. DOCU ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,612 | $409,195 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,399 | $245,271 | |
| 3 | ADBE |
Adobe Inc.
|
830 | $170,166 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,340 | $133,035 | |
| 5 | ADP |
Automatic Data Processing Inc
|
262 | $58,674 | |
| 6 | DAVE |
Dave Inc./DE
|
110 | $40,984 | |
| 7 | ZM |
Zoom Communications, Inc.
|
394 | $34,006 | |
| 8 | DOCU |
Docusign, Inc.
This page
|
708 | $31,449 |
All Filings in DOCU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,449 | 708 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $40,535 | 855 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,380 | 181 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $21,266 | 295 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,836 | 229 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $22,059 | 271 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,596 | 229 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,231 | 197 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,012 | 75 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||