Position in DOCU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,200,672
-$89,306 QoQ
Shares Held
27,030
-0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#241
of 669 holders
Holding Since
Mar 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, 2026CENTAURUS FINANCIAL, INC. holds $38,462,183 across 18 Software - Application names. DOCU ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
263,992 | $12,333,706 | |
| 2 | UBER |
Uber Technologies, Inc
|
89,362 | $6,448,361 | |
| 3 | TYL |
Tyler Technologies Inc
|
15,889 | $4,646,896 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
43,057 | $2,981,266 | |
| 5 | SNOW |
Snowflake Inc.
|
9,839 | $2,504,025 | |
| 6 | ADBE |
Adobe Inc.
|
8,953 | $1,835,544 | |
| 7 | CRM |
Salesforce, Inc.
|
9,631 | $1,508,792 | |
| 8 | NOW |
ServiceNow, Inc.
|
14,577 | $1,447,204 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,200,672 | 27,030 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,289,978 | 27,209 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,724,842 | 25,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $402,406 | 5,582 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $420,450 | 5,398 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $428,326 | 5,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $479,560 | 5,332 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $337,769 | 5,440 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $320,732 | 5,995 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $474,315 | 7,965 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $516,858 | 8,694 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $339,024 | 8,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $392,064 | 7,674 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $539,333 | 9,251 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $516,292 | 9,316 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $422,787 | 7,907 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $375,896 | 6,551 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $779,190 | 7,274 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $806,633 | 5,296 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $748,091 | 2,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $814,107 | 2,912 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $533,455 | 2,635 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $465,940 | 2,096 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $686,185 | 3,188 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $232,570 | 2,517 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||