Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,796,833
+$607,743 QoQ
Shares Held
40,451
+61.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $530,136,914 across 89 Software - Application names. DOCU ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
648,385 | $101,575,994 | |
| 2 | ADP |
Automatic Data Processing Inc
|
414,377 | $92,799,729 | |
| 3 | FICO |
Fair Isaac Corp
|
54,431 | $65,033,070 | |
| 4 | NOW |
ServiceNow, Inc.
|
232,833 | $23,115,660 | |
| 5 | UBER |
Uber Technologies, Inc
|
299,817 | $21,634,794 | |
| 6 | INTU |
Intuit Inc.
|
81,726 | $21,330,486 | |
| 7 | ADBE |
Adobe Inc.
|
100,313 | $20,566,171 | |
| 8 | PAYX |
Paychex Inc
|
185,341 | $18,224,580 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,833 | 40,451 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,189,090 | 25,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,174,086 | 17,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,278,876 | 17,740 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,444,625 | 18,547 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,382,579 | 16,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,776,490 | 41,989 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,395,866 | 38,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,073,691 | 20,069 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $322,403 | 5,414 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,369,549 | 23,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $415,464 | 9,892 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $370,147 | 7,245 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $418,302 | 7,175 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,102 | 4,982 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $550,741 | 10,300 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $703,765 | 12,265 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,087,482 | 10,152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,384,040 | 9,087 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,066,133 | 8,026 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,033,871 | 7,275 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,866,386 | 9,219 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,432,501 | 6,444 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $890,017 | 4,135 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $816,964 | 4,744 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $284,037 | 3,074 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||