Position in DOCU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$56,218,967
-$4,222,090 QoQ
Shares Held
1,265,623
-0.7% QoQ
Ownership
0.663%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bank of New York Mellon Corp holds $9,760,139,727 across 129 Software - Application names. DOCU ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
4,655,489 | $954,468,345 | |
| 2 | UBER |
Uber Technologies, Inc
|
12,211,547 | $881,185,221 | |
| 3 | CRM |
Salesforce, Inc.
|
5,393,386 | $844,927,842 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,239,620 | $725,512,889 | |
| 5 | DDOG |
Datadog, Inc.
|
2,774,193 | $722,288,880 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,177,406 | $712,572,858 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,618,219 | $607,349,948 | |
| 8 | INTU |
Intuit Inc.
|
2,163,189 | $564,592,329 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,218,967 | 1,265,623 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $60,441,057 | 1,274,859 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $105,199,947 | 1,538,011 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $114,975,181 | 1,594,884 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $120,538,896 | 1,547,553 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $129,678,498 | 1,593,102 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $150,524,656 | 1,673,612 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $64,331,879 | 1,036,107 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $59,848,147 | 1,118,657 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $63,828,127 | 1,071,841 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $63,836,037 | 1,073,777 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $44,782,584 | 1,066,252 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $53,060,281 | 1,038,565 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $62,005,252 | 1,063,555 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $70,103,745 | 1,264,954 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $71,034,782 | 1,328,498 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,976,703 | 1,132,393 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $125,931,659 | 1,175,613 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $162,717,947 | 1,068,334 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $279,323,385 | 1,085,046 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $316,290,955 | 1,131,348 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $231,045,856 | 1,141,249 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $257,628,133 | 1,158,921 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $268,510,819 | 1,247,495 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $300,456,161 | 1,744,708 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $149,078,987 | 1,613,409 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||