Position in DOCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,195,991
+$492,929 QoQ
Shares Held
49,437
+37.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#189
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $352,777,270 across 56 Software - Application names. DOCU ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
619,619 | $44,711,707 | |
| 2 | ADP |
Automatic Data Processing Inc
|
159,988 | $35,829,312 | |
| 3 | NOW |
ServiceNow, Inc.
|
353,032 | $35,049,016 | |
| 4 | SHOP |
Shopify Inc.
|
292,174 | $33,360,427 | |
| 5 | CRM |
Salesforce, Inc.
|
202,815 | $31,772,997 | |
| 6 | PAYX |
Paychex Inc
|
244,794 | $24,070,594 | |
| 7 | ADBE |
Adobe Inc.
|
97,565 | $20,002,776 | |
| 8 | MSTR |
Strategy Inc
|
219,538 | $19,084,438 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,195,991 | 49,437 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,703,062 | 35,922 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,579,090 | 37,706 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,791,252 | 38,719 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,809,599 | 48,910 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,740,410 | 58,236 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,477,435 | 60,901 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,608,009 | 74,215 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,176,317 | 78,062 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,775,552 | 80,194 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,252,645 | 88,354 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,792,348 | 90,294 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,979,660 | 136,615 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,954,452 | 136,440 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,159,431 | 147,229 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,408,313 | 175,955 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,228,730 | 178,263 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $22,258,679 | 207,792 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $31,148,308 | 204,506 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $49,798,288 | 193,444 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $53,436,450 | 191,138 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $38,658,637 | 190,954 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $44,869,698 | 201,843 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,830,362 | 171,113 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $29,596,355 | 171,862 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $13,375,269 | 144,754 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||