Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$662,168
+$120,035 QoQ
Shares Held
14,907
+30.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 669 holders
Holding Since
Mar 2020
22 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $251,452,941 across 49 Software - Application names. DOCU ranks #30 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
140,960 | $31,567,991 | |
| 2 | UBER |
Uber Technologies, Inc
|
285,203 | $20,580,247 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
52,649 | $19,760,222 | |
| 4 | CRM |
Salesforce, Inc.
|
118,148 | $18,509,065 | |
| 5 | FICO |
Fair Isaac Corp
|
13,539 | $16,176,126 | |
| 6 | NOW |
ServiceNow, Inc.
|
153,060 | $15,195,796 | |
| 7 | SAP |
Sap SE
|
93,836 | $14,461,065 | |
| 8 | IDCC |
InterDigital, Inc.
|
45,332 | $12,834,849 |
All Filings in DOCU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,168 | 14,907 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $542,133 | 11,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,231,405 | 18,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,020,754 | 28,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,211,998 | 28,399 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,408,463 | 29,588 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,952,777 | 21,712 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $636,857 | 10,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $449,614 | 8,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $426,675 | 7,165 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $390,705 | 6,572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $340,452 | 8,106 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $364,424 | 7,133 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $387,774 | 3,620 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $536,435 | 3,522 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,019,422 | 3,960 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,023,226 | 3,660 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $806,358 | 3,983 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $866,970 | 3,900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $381,620 | 1,773 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $328,404 | 1,907 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $109,309 | 1,183 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||