Position in DOCU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$48,417
-$13,642 QoQ
Shares Held
1,090
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 669 holders
Holding Since
Sep 2020
23 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, 2026MassMutual Private Wealth & Trust, FSB holds $43,481,992 across 86 Software - Application names. DOCU ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
31,745 | $10,742,190 | |
| 2 | NOW |
ServiceNow, Inc.
|
83,017 | $8,241,927 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
15,784 | $5,924,050 | |
| 4 | CRM |
Salesforce, Inc.
|
36,222 | $5,674,538 | |
| 5 | PAYX |
Paychex Inc
|
43,520 | $4,279,321 | |
| 6 | ADBE |
Adobe Inc.
|
17,160 | $3,518,143 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,271 | $1,751,395 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,883 | $645,647 |
All Filings in DOCU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,417 | 1,090 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $62,059 | 1,309 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24,418 | 357 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,484 | 409 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $46,344 | 595 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $36,874 | 453 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $16,099 | 179 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $682 | 11 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $27,285 | 510 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $595 | 10 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $416 | 7 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $2,058 | 49 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $2,452 | 48 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,332 | 40 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4 | 80 | Shares | Sole | 2023-01-06 | |
| 2022-06-30 | $401 | 7 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $15,318 | 143 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $28,481 | 187 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $58,436 | 227 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,860 | 232 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,920 | 49 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,223 | 19 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,381 | 25 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||