Position in DOCU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$498,747
+$191,768 QoQ
Shares Held
11,228
+73.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#323
of 669 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. DOCU ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,747 | 11,228 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $306,979 | 6,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,478 | 6,776 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $524,526 | 7,276 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $568,285 | 7,296 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $587,626 | 7,219 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $615,909 | 6,848 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $491,939 | 7,923 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $508,785 | 9,510 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $593,773 | 9,971 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $669,882 | 11,268 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $555,156 | 13,218 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $424,660 | 8,312 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $638,093 | 10,945 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $413,931 | 7,469 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $555,553 | 10,390 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $669,050 | 11,660 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,122,831 | 10,482 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $765,357 | 5,025 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,224,337 | 4,756 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $973,742 | 3,483 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $753,316 | 3,721 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $605,545 | 2,724 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $475,034 | 2,207 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $533,851 | 3,100 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||