Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$650,885
+$295,785 QoQ
Shares Held
14,653
+95.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Mar 31, 2026CallValue
$4,741
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MAI Capital Management holds $110,071,893 across 44 Software - Application names. DOCU ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
107,548 | $24,085,374 | |
| 2 | NOW |
ServiceNow, Inc.
|
141,138 | $14,012,180 | |
| 3 | ADBE |
Adobe Inc.
|
42,248 | $8,661,684 | |
| 4 | SNOW |
Snowflake Inc.
|
33,526 | $8,532,367 | |
| 5 | CRM |
Salesforce, Inc.
|
46,493 | $7,283,593 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
18,583 | $6,974,571 | |
| 7 | ADSK |
Autodesk, Inc.
|
28,606 | $5,561,578 | |
| 8 | UBER |
Uber Technologies, Inc
|
69,866 | $5,041,530 |
All Filings in DOCU
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,885 | 14,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $355,100 | 7,490 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,741 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $6,840 | 100 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $756,572 | 11,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $792,701 | 10,996 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $7,209 | 100 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $7,789 | 100 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $878,365 | 11,277 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $904,516 | 11,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $999,143 | 11,109 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $17,988 | 200 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $680,568 | 10,961 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $714,118 | 13,348 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $820,658 | 13,781 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $820,528 | 13,802 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $570,486 | 13,583 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $705,450 | 13,808 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $955,012 | 16,381 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $909,830 | 16,417 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $869,422 | 16,260 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $708,757 | 12,352 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,391,381 | 12,989 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,624,081 | 10,663 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,757,075 | 10,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,928,238 | 14,051 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,607,051 | 17,817 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,271,494 | 19,215 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,040,915 | 18,774 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,824,267 | 22,207 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,164,285 | 23,423 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||