Position in DOCU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$859,527
+$215,083 QoQ
Shares Held
19,350
+42.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#271
of 669 holders
Holding Since
Sep 2020
15 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, 2026Diversified Trust Co holds $41,600,601 across 36 Software - Application names. DOCU ranks #18 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
54,761 | $5,436,672 | |
| 2 | SNOW |
Snowflake Inc.
|
19,806 | $5,040,627 | |
| 3 | INTU |
Intuit Inc.
|
12,077 | $3,152,097 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,683 | $3,064,307 | |
| 5 | ADBE |
Adobe Inc.
|
11,445 | $2,346,453 | |
| 6 | CRM |
Salesforce, Inc.
|
11,018 | $1,726,079 | |
| 7 | CVLT |
Commvault Systems Inc
|
11,246 | $1,593,895 | |
| 8 | DDOG |
Datadog, Inc.
|
5,605 | $1,459,317 |
All Filings in DOCU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,527 | 19,350 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $644,444 | 13,593 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $674,218 | 9,857 | Shares | Sole | 2026-01-09 | |
| 2024-12-31 | $925,392 | 10,289 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $812,633 | 13,088 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $702,615 | 13,133 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $664,220 | 11,154 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $368,054 | 6,191 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $263,970 | 6,285 | Shares | Sole | 2023-11-17 | |
| 2022-03-31 | $286,224 | 2,672 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $280,555 | 1,842 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $415,492 | 1,614 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $401,182 | 1,435 | Shares | Sole | 2021-07-20 | |
| 2020-12-31 | $373,019 | 1,678 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $359,881 | 1,672 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||