Position in DOCU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$521,668
-$35,162 QoQ
Shares Held
11,744
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#319
of 669 holders
Holding Since
Sep 2021
7 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, 2026FIRST CITIZENS BANK & TRUST CO holds $20,863,144 across 20 Software - Application names. DOCU ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
41,955 | $4,165,291 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,060 | $2,700,836 | |
| 3 | PAYX |
Paychex Inc
|
21,358 | $2,100,131 | |
| 4 | FICO |
Fair Isaac Corp
|
1,698 | $2,028,735 | |
| 5 | MANH |
Manhattan Associates Inc
|
12,287 | $1,710,964 | |
| 6 | APPF |
Appfolio Inc
|
9,203 | $1,475,701 | |
| 7 | PEGA |
Pegasystems Inc
|
35,864 | $1,074,844 | |
| 8 | LYFT |
Lyft, Inc.
|
55,301 | $807,947 |
All Filings in DOCU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,668 | 11,744 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $556,830 | 11,745 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $787,010 | 11,506 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $831,558 | 11,535 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $426,681 | 5,478 | Shares | Sole | 2025-07-30 | |
| 2021-12-31 | $258,622 | 1,698 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $394,382 | 1,532 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||