Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$67,207
-$78,294 QoQ
Shares Held
1,513
-50.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#488
of 669 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $14,652,197 across 79 Software - Application names. DOCU ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
29,558 | $2,132,905 | |
| 2 | ADBE |
Adobe Inc.
|
8,043 | $1,648,975 | |
| 3 | CRM |
Salesforce, Inc.
|
8,526 | $1,335,683 | |
| 4 | SHOP |
Shopify Inc.
|
10,780 | $1,230,860 | |
| 5 | INTU |
Intuit Inc.
|
4,165 | $1,087,065 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,582 | $1,026,138 | |
| 7 | SNOW |
Snowflake Inc.
|
3,951 | $1,005,529 | |
| 8 | PAYX |
Paychex Inc
|
9,113 | $896,081 |
All Filings in DOCU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,207 | 1,513 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $145,501 | 3,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,514 | 797 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,693 | 509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,535 | 713 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $63,573 | 781 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $73,031 | 812 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52,031 | 838 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $52,590 | 983 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $53,654 | 901 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $58,974 | 992 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $46,746 | 1,113 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $59,979 | 1,174 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $71,650 | 1,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,831 | 1,242 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $65,500 | 1,225 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $70,290 | 1,225 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $267,913 | 1,759 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $957,124 | 3,718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,874,796 | 6,706 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,328,072 | 6,560 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||