Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$52,850,382
+$10,388,375 QoQ
Shares Held
1,189,788
+32.8% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#36
of 669 holders
Holding Since
Mar 2020
26 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 TRUST ADVISORS LP holds $7,225,907,399 across 81 Software - Application names. DOCU ranks #34 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
2,780,074 | $723,820,066 | |
| 2 | CRM |
Salesforce, Inc.
|
4,484,194 | $702,493,832 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,002,029 | $672,304,394 | |
| 4 | FROG |
JFrog Ltd
|
3,732,370 | $339,197,785 | |
| 5 | DT |
Dynatrace, Inc.
|
7,695,192 | $337,895,880 | |
| 6 | PAYX |
Paychex Inc
|
3,366,093 | $330,987,924 | |
| 7 | ROP |
Roper Technologies Inc
|
939,140 | $317,795,584 | |
| 8 | INTU |
Intuit Inc.
|
835,742 | $218,128,662 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,850,382 | 1,189,788 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $42,462,007 | 895,634 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $64,083,960 | 936,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,456,974 | 1,143,806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $101,956,685 | 1,308,983 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $107,497,654 | 1,320,610 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $119,142,528 | 1,324,689 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $62,383,871 | 1,004,733 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $75,398,352 | 1,409,315 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $138,822,126 | 2,331,186 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $122,047,045 | 2,052,936 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $88,734,408 | 2,112,724 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $94,990,359 | 1,859,275 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,361,770 | 1,429,876 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $95,286,820 | 1,719,358 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $133,660,081 | 2,499,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $119,949,275 | 2,090,437 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $241,829,184 | 2,257,554 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $338,601,274 | 2,223,106 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $487,872,583 | 1,895,166 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $525,663,729 | 1,880,258 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $395,586,085 | 1,953,994 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $489,424,794 | 2,201,641 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $487,178,090 | 2,263,418 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $458,558,377 | 2,662,786 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $242,450,300 | 2,623,921 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||