Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,314,141
-$189,970 QoQ
Shares Held
119,634
+3.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
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, 2026Baird Financial Group, Inc. holds $1,172,867,586 across 33 Software - Application names. DOCU ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,099,343 | $656,608,590 | |
| 2 | ADP |
Automatic Data Processing Inc
|
462,686 | $103,618,529 | |
| 3 | PAYX |
Paychex Inc
|
775,030 | $76,208,699 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,418 | $49,681,498 | |
| 5 | CRM |
Salesforce, Inc.
|
273,547 | $42,853,872 | |
| 6 | IDCC |
InterDigital, Inc.
|
133,818 | $37,887,888 | |
| 7 | ROP |
Roper Technologies Inc
|
73,729 | $24,949,155 | |
| 8 | DDOG |
Datadog, Inc.
|
84,229 | $21,929,861 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,314,141 | 119,634 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,504,111 | 116,096 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,866,743 | 100,391 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,716,112 | 120,906 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,669,653 | 124,145 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $983,800 | 12,086 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,210,772 | 13,462 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $908,935 | 14,639 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $839,629 | 15,694 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,027,201 | 34,042 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,166,179 | 36,437 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,580,712 | 37,636 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,811,242 | 35,452 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,316,880 | 22,588 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,208,542 | 21,807 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,954,484 | 55,255 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $3,857,598 | 67,229 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $10,768,987 | 100,532 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,260,090 | 100,191 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,847,569 | 84,868 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $21,973,922 | 78,599 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,802,955 | 112,635 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $23,289,037 | 104,764 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $21,108,156 | 98,068 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,069,032 | 122,345 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $6,447,117 | 69,774 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||