Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,529,008
-$70,482 QoQ
Shares Held
56,934
+3.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#178
of 669 holders
Holding Since
Jun 2021
17 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, 2026ZACKS INVESTMENT MANAGEMENT holds $160,234,845 across 29 Software - Application names. DOCU ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,371 | $39,172,523 | |
| 2 | ADP |
Automatic Data Processing Inc
|
142,603 | $31,935,941 | |
| 3 | ZM |
Zoom Communications, Inc.
|
204,122 | $17,617,769 | |
| 4 | UBER |
Uber Technologies, Inc
|
240,263 | $17,337,378 | |
| 5 | NOW |
ServiceNow, Inc.
|
108,216 | $10,743,684 | |
| 6 | CVLT |
Commvault Systems Inc
|
65,835 | $9,330,794 | |
| 7 | TEAM |
Atlassian Corp
|
115,671 | $8,998,047 | |
| 8 | DDOG |
Datadog, Inc.
|
19,548 | $5,089,517 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,529,008 | 56,934 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,599,490 | 54,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,412,544 | 49,891 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,568,389 | 21,756 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $607,813 | 7,467 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,898,676 | 32,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,639,486 | 26,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,755,464 | 51,504 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,860,745 | 64,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,858,203 | 98,540 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $6,648,473 | 114,039 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,825,479 | 32,939 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,266,371 | 79,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,592,293 | 80,033 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,322,688 | 77,695 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $297,331 | 1,155 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,677 | 1,029 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||