Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$206,375
-$805,945 QoQ
Shares Held
4,646
-68.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#450
of 669 holders
Holding Since
Mar 2021
10 quarters on record
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $59,768,611 across 34 Software - Application names. DOCU ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
58,855 | $5,787,212 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,732 | $5,681,301 | |
| 3 | SNOW |
Snowflake Inc.
|
20,345 | $5,177,802 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
13,208 | $4,957,226 | |
| 5 | SHOP |
Shopify Inc.
|
38,319 | $4,375,263 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,385 | $4,307,262 | |
| 7 | CRM |
Salesforce, Inc.
|
23,727 | $3,717,071 | |
| 8 | INTU |
Intuit Inc.
|
13,748 | $3,588,228 |
All Filings in DOCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,375 | 4,646 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $1,012,320 | 14,800 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,092,451 | 15,154 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $975,660 | 11,986 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $949,586 | 10,558 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $231,347 | 3,726 | Shares | Sole | 2024-10-03 | |
| 2021-12-31 | $655,846 | 4,306 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $978,234 | 3,800 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $912,236 | 3,263 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $453,285 | 2,239 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||