Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,521,098
+$5,488,006 QoQ
Shares Held
236,855
+123.1% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#85
of 669 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 12%
Shared 25%
None 63%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. DOCU ranks #20 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,175,117 | $84,796,442 | |
| 2 | NOW |
ServiceNow, Inc.
|
604,392 | $60,004,037 | |
| 3 | CRM |
Salesforce, Inc.
|
380,070 | $59,541,765 | |
| 4 | ADP |
Automatic Data Processing Inc
|
246,431 | $55,188,221 | |
| 5 | DDOG |
Datadog, Inc.
|
192,403 | $50,094,044 | |
| 6 | PAYX |
Paychex Inc
|
476,046 | $46,809,602 | |
| 7 | INTU |
Intuit Inc.
|
160,046 | $41,772,006 | |
| 8 | ADBE |
Adobe Inc.
|
197,288 | $40,447,984 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,521,098 | 236,855 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,033,092 | 106,161 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,050,884 | 117,703 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,901,208 | 109,602 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,089,703 | 91,022 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,076,669 | 111,507 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,066,941 | 100,811 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,308,344 | 101,600 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,893,248 | 72,771 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,839,903 | 64,482 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,068,970 | 17,981 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $669,396 | 15,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $817,542 | 16,002 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $997,746 | 17,114 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $983,372 | 17,744 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $394,951 | 3,687 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $912,793 | 5,993 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,973,458 | 7,666 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,015,699 | 7,210 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,451,566 | 7,170 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,372,924 | 6,176 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,286,274 | 5,976 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,119,020 | 6,498 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $601,062 | 6,505 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||