Position in DOCU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$689,842
-$118,782 QoQ
Shares Held
15,530
-8.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#292
of 669 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. DOCU ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in DOCU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,842 | 15,530 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $808,624 | 17,056 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $402,465 | 5,884 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $293,983 | 4,078 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $212,250 | 2,725 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $231,990 | 2,850 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $275,576 | 3,064 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $208,187 | 3,353 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $225,396 | 3,785 | Shares | Defined | 2024-05-15 | |
| 2022-06-30 | $222,347 | 3,875 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $448,832 | 4,190 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $851,869 | 5,593 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,882,417 | 18,966 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,478,152 | 16,018 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,517,160 | 7,494 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,294,452 | 5,823 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,128,288 | 5,242 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $713,466 | 4,143 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||