Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,989
-$1,345 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $621,125,872 across 21 Software - Application names. DOCU ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
470,684 | $176,657,118 | |
| 2 | SNOW |
Snowflake Inc.
|
546,161 | $138,997,974 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,825,795 | $131,749,367 | |
| 4 | ADP |
Automatic Data Processing Inc
|
394,545 | $88,358,352 | |
| 5 | ADSK |
Autodesk, Inc.
|
294,223 | $57,202,835 | |
| 6 | CRM |
Salesforce, Inc.
|
39,506 | $6,189,009 | |
| 7 | ADBE |
Adobe Inc.
|
26,157 | $5,362,708 | |
| 8 | SHOP |
Shopify Inc.
|
43,433 | $4,959,179 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,989 | 450 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,334 | 450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $30,780 | 450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,032,217 | 28,190 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $180,003 | 2,311 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,233 | 2,767 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $225,389 | 2,506 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $143,800 | 2,316 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,344 | 5,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $479,973 | 8,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $516,620 | 8,690 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $368,424 | 8,772 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $387,006 | 7,575 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $540,266 | 9,267 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $465,306 | 8,396 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $415,729 | 7,775 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $577,128 | 10,058 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,097,765 | 10,248 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $290,150 | 1,905 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $335,173 | 1,302 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,720,889 | 74,117 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $18,656,577 | 92,154 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,179,911 | 50,292 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $7,165,985 | 33,293 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,784,612 | 10,363 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $989,973 | 10,714 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||