Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,984,713
-$629,028 QoQ
Shares Held
359,854
+2.7% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#69
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, 2026Rockefeller Capital Management L.P. holds $1,070,904,584 across 116 Software - Application names. DOCU ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,702,855 | $267,198,013 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
414,546 | $155,587,402 | |
| 3 | SNOW |
Snowflake Inc.
|
459,408 | $116,919,336 | |
| 4 | NOW |
ServiceNow, Inc.
|
888,877 | $88,247,706 | |
| 5 | CRM |
Salesforce, Inc.
|
440,040 | $68,936,663 | |
| 6 | SHOP |
Shopify Inc.
|
471,205 | $53,802,185 | |
| 7 | ADP |
Automatic Data Processing Inc
|
236,743 | $53,018,591 | |
| 8 | ADBE |
Adobe Inc.
|
234,363 | $48,049,100 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,984,713 | 359,854 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,613,741 | 350,427 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $16,286,997 | 238,114 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $15,374,778 | 213,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,758,734 | 215,159 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,334,292 | 212,952 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,339,527 | 215,027 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,796,596 | 463,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,942,609 | 466,217 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $25,181,729 | 422,867 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,272,296 | 273,714 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,070,594 | 192,157 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,927,262 | 174,736 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,333,168 | 142,936 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $7,647,571 | 137,993 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $786,863 | 14,716 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $5,947,378 | 103,649 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,431,309 | 106,715 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,340,138 | 94,151 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,371,296 | 90,787 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,519,237 | 105,588 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $25,753,057 | 127,207 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $30,648,945 | 137,872 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,570,982 | 155,970 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,332,458 | 152,909 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,602,848 | 168,862 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||