Position in DOCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$911,186
-$113,059 QoQ
Shares Held
20,513
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 669 holders
Holding Since
Sep 2020
19 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, 2026Swiss Life Asset Management Ltd holds $562,850,418 across 63 Software - Application names. DOCU ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
442,093 | $99,006,726 | |
| 2 | PAYX |
Paychex Inc
|
888,495 | $87,365,713 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
125,924 | $47,261,794 | |
| 4 | ADBE |
Adobe Inc.
|
216,444 | $44,375,348 | |
| 5 | NOW |
ServiceNow, Inc.
|
402,358 | $39,946,101 | |
| 6 | INTU |
Intuit Inc.
|
152,672 | $39,847,392 | |
| 7 | CRM |
Salesforce, Inc.
|
197,304 | $30,909,644 | |
| 8 | UBER |
Uber Technologies, Inc
|
410,821 | $29,644,842 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,186 | 20,513 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,024,245 | 21,604 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,716,095 | 39,709 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,705,353 | 51,399 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,347,849 | 68,659 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $3,366,296 | 41,355 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $6,722,564 | 74,745 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $6,044,336 | 97,348 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $1,637,635 | 30,610 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $4,764,178 | 80,003 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $439,394 | 7,391 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $416,052 | 9,906 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $517,286 | 10,125 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $853,453 | 14,639 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $6,264,953 | 113,045 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $3,532,601 | 66,067 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $445,096 | 7,757 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $546,740 | 5,104 | Shares | Sole | 2025-12-09 | |
| 2020-09-30 | $219,544 | 1,020 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||