Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,466,195
-$482,338 QoQ
Shares Held
235,619
+2.0% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. DOCU ranks #36 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,466,195 | 235,619 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,948,533 | 230,933 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,904,202 | 305,617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,554,005 | 312,859 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $21,927,982 | 281,525 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,426,684 | 177,232 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,194,056 | 180,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,825,264 | 126,031 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,676,756 | 87,416 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,266,542 | 88,439 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,501,384 | 92,538 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,883,530 | 92,465 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,824,882 | 231,452 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,439,957 | 230,531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,236,737 | 202,756 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,588,174 | 235,425 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,213,771 | 247,713 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,700,551 | 239,923 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $26,809,301 | 176,018 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $39,954,423 | 155,205 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $37,998,874 | 135,919 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,684,316 | 102,170 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,664,019 | 65,965 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $11,568,719 | 53,748 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,993,072 | 75,449 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,908,101 | 74,763 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||