Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$36,602
-$14,363 QoQ
Shares Held
824
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $54,984,151 across 35 Software - Application names. DOCU ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
233,394 | $16,841,710 | |
| 2 | DDOG |
Datadog, Inc.
|
48,963 | $12,748,005 | |
| 3 | FICO |
Fair Isaac Corp
|
3,478 | $4,155,444 | |
| 4 | GWRE |
Guidewire Software, Inc.
|
33,464 | $4,117,745 | |
| 5 | CHYM |
Chime Financial, Inc.
|
192,430 | $3,940,966 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
54,791 | $3,874,271 | |
| 7 | CRM |
Salesforce, Inc.
|
13,259 | $2,077,154 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,267 | $2,075,343 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,602 | 824 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,965 | 1,075 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $79,275 | 1,159 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $75,045 | 1,041 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $88,327 | 1,134 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $93,365 | 1,147 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $83,824 | 932 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $55,446 | 893 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $74,525 | 1,393 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $81,583 | 1,370 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $87,391 | 1,470 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $61,740 | 1,470 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $75,102 | 1,470 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $97,769 | 1,677 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $92,939 | 1,677 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $91,273 | 1,707 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $98,005 | 1,708 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $223,130 | 2,083 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $346,200 | 2,273 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $549,355 | 2,134 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $587,097 | 2,100 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $480,818 | 2,375 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $527,962 | 2,375 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $618,815 | 2,875 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $438,274 | 2,545 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $240,702 | 2,605 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||