Position in DOCU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,927
+$7,704 QoQ
Shares Held
246
+261.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#538
of 669 holders
Holding Since
Sep 2022
5 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $1,574,294 across 38 Software - Application names. DOCU ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,477 | $385,497 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
5,400 | $381,834 | |
| 3 | PCOR |
Procore Technologies, Inc.
|
3,222 | $130,877 | |
| 4 | SHOP |
Shopify Inc.
|
1,114 | $127,196 | |
| 5 | CRM |
Salesforce, Inc.
|
739 | $115,771 | |
| 6 | SNOW |
Snowflake Inc.
|
353 | $89,838 | |
| 7 | ADP |
Automatic Data Processing Inc
|
363 | $81,293 | |
| 8 | ADBE |
Adobe Inc.
|
197 | $40,388 |
All Filings in DOCU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,927 | 246 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,223 | 68 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $244 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $496 | 8 | Shares | Sole | 2024-10-25 | |
| 2022-09-30 | $1,283 | 24 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||