Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$453,750
-$208,330 QoQ
Shares Held
10,215
-26.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 669 holders
Holding Since
Mar 2020
19 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, 2026&PARTNERS holds $295,228,511 across 41 Software - Application names. DOCU ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
318,744 | $71,382,718 | |
| 2 | CRM |
Salesforce, Inc.
|
276,936 | $43,384,793 | |
| 3 | NOW |
ServiceNow, Inc.
|
425,268 | $42,220,607 | |
| 4 | PAYX |
Paychex Inc
|
398,076 | $39,142,813 | |
| 5 | UBER |
Uber Technologies, Inc
|
190,589 | $13,752,902 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
28,177 | $10,575,391 | |
| 7 | SNOW |
Snowflake Inc.
|
39,824 | $10,135,208 | |
| 8 | SHOP |
Shopify Inc.
|
86,703 | $9,899,748 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,750 | 10,215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $662,080 | 13,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,157,875 | 16,928 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,887,820 | 26,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,042,353 | 26,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,530,157 | 18,798 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,329,942 | 14,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $652,752 | 10,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $407,242 | 7,612 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $288,334 | 5,025 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $523,816 | 4,890 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $762,920 | 5,009 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,289,466 | 5,009 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,410,151 | 5,044 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,019,335 | 5,035 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,119,280 | 5,035 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,101,167 | 5,116 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $2,086,324 | 12,115 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,114,806 | 12,065 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||