Position in DOCU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,254,281
-$1,344,365 QoQ
Shares Held
95,774
-18.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. DOCU ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,254,281 | 95,774 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,598,646 | 118,090 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,588,670 | 169,425 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,126,835 | 168,218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,667,591 | 175,473 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,734,050 | 193,293 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,880,834 | 209,927 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,595,059 | 186,746 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,410,480 | 213,280 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,775,288 | 147,360 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,452,371 | 158,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,870,400 | 211,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,572,462 | 206,938 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,959,740 | 222,294 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,446,445 | 224,584 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,704,093 | 256,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,694,462 | 273,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,582,687 | 276,164 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,814,558 | 346,757 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $76,502,789 | 297,179 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $82,748,246 | 295,984 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $59,581,642 | 294,303 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,984,798 | 278,834 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,290,876 | 280,110 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $46,394,062 | 269,404 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,005,571 | 205,688 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||