Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,173,443
-$92,356 QoQ
Shares Held
26,417
-1.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 669 holders
Holding Since
Jun 2022
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, 2026New York Life Investment Management LLC holds $173,203,357 across 30 Software - Application names. DOCU ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
283,272 | $20,440,907 | |
| 2 | CRM |
Salesforce, Inc.
|
122,204 | $19,144,478 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
45,213 | $16,969,343 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,361 | $16,714,880 | |
| 5 | ADP |
Automatic Data Processing Inc
|
68,204 | $15,274,285 | |
| 6 | ADBE |
Adobe Inc.
|
65,907 | $13,512,253 | |
| 7 | DDOG |
Datadog, Inc.
|
50,767 | $13,217,696 | |
| 8 | INTU |
Intuit Inc.
|
45,112 | $11,774,232 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,443 | 26,417 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,265,799 | 26,699 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,377,507 | 20,139 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,493,921 | 20,723 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,667,702 | 21,411 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,778,345 | 21,847 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,975,801 | 21,968 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,475,382 | 23,762 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,342,154 | 25,087 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,361,670 | 22,866 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,397,847 | 23,513 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,050,588 | 25,014 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $708,975 | 13,877 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $230,634 | 3,956 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,825,368 | 32,937 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,788,464 | 33,448 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,008,070 | 34,996 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||