Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$301,566
-$25,041 QoQ
Shares Held
6,789
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 669 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $194,668,348 across 42 Software - Application names. DOCU ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
287,435 | $28,536,540 | |
| 2 | SHOP |
Shopify Inc.
|
212,332 | $24,244,064 | |
| 3 | UBER |
Uber Technologies, Inc
|
282,080 | $20,354,888 | |
| 4 | CRM |
Salesforce, Inc.
|
89,022 | $13,946,183 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
147,326 | $9,141,576 | |
| 6 | SAP |
Sap SE
|
57,354 | $8,838,821 | |
| 7 | DDOG |
Datadog, Inc.
|
29,759 | $7,748,051 | |
| 8 | TYL |
Tyler Technologies Inc
|
25,904 | $7,575,878 |
All Filings in DOCU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,566 | 6,789 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $326,607 | 6,889 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $553,765 | 8,096 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $610,962 | 8,475 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $668,451 | 8,582 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $736,669 | 9,050 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $807,300 | 8,976 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $337,893 | 5,442 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $265,413 | 4,961 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $251,301 | 4,220 | Shares | Other | 2024-05-07 | |
| 2023-09-30 | $209,622 | 4,991 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $5,074,717 | 99,329 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $5,955,519 | 102,153 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,295,159 | 95,546 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $5,292,406 | 98,979 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,055,023 | 105,525 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $11,378,284 | 106,220 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,037,583 | 26,509 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $1,477,389 | 5,739 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,124,428 | 4,022 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $269,459 | 1,331 | Shares | Other | 2021-05-17 | |
| 2020-06-30 | $784,587 | 4,556 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $544,697 | 5,895 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||