Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$635,694
+$113,047 QoQ
Shares Held
14,311
+29.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 669 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. DOCU ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,694 | 14,311 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $522,647 | 11,024 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $731,606 | 10,696 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $723,351 | 10,034 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $710,278 | 9,119 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $749,042 | 9,202 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $606,645 | 6,745 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $389,676 | 6,276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $479,948 | 8,971 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $634,743 | 10,659 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,889 | 5,364 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $302,652 | 7,206 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,322 | 5,663 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,534 | 4,709 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $54,211 | 6,156 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $289,326 | 5,411 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,488 | 4,470 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,647,384 | 10,816 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,264,096 | 8,795 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,599,162 | 9,297 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,473,026 | 7,276 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,028,042 | 9,123 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,695,230 | 7,876 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,572,449 | 9,131 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $489,627 | 5,299 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||