Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,021
-$69 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 669 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $1,420,216 across 73 Software - Application names. DOCU ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
6,599 | $753,473 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
562 | $210,929 | |
| 3 | CRM |
Salesforce, Inc.
|
875 | $137,077 | |
| 4 | PAYX |
Paychex Inc
|
1,108 | $108,949 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
920 | $57,086 | |
| 6 | ADP |
Automatic Data Processing Inc
|
218 | $48,821 | |
| 7 | INTU |
Intuit Inc.
|
31 | $8,091 | |
| 8 | SAP |
Sap SE
|
52 | $8,013 |
All Filings in DOCU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021 | 23 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,090 | 23 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $136 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $865 | 12 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $778 | 10 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||