Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,153
-$213 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 669 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $679,430 across 33 Software - Application names. DOCU ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,748 | $126,135 | |
| 2 | NOW |
ServiceNow, Inc.
|
959 | $95,209 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
576 | $70,876 | |
| 4 | SNOW |
Snowflake Inc.
|
250 | $63,625 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
848 | $52,618 | |
| 6 | ADP |
Automatic Data Processing Inc
|
221 | $49,492 | |
| 7 | CRM |
Salesforce, Inc.
|
199 | $31,175 | |
| 8 | SAP |
Sap SE
|
200 | $30,822 |
All Filings in DOCU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153 | 71 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,366 | 71 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $28,932 | 423 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $30,493 | 423 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $16,123 | 207 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $16,849 | 207 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $18,617 | 207 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||