Position in DOCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$310,007
-$39,878 QoQ
Shares Held
6,979
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#390
of 669 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ethic Inc. holds $168,310,453 across 36 Software - Application names. DOCU ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
87,694 | $19,639,071 | |
| 2 | CRM |
Salesforce, Inc.
|
109,633 | $17,175,105 | |
| 3 | UBER |
Uber Technologies, Inc
|
230,468 | $16,630,570 | |
| 4 | NOW |
ServiceNow, Inc.
|
142,945 | $14,191,579 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
36,289 | $13,619,987 | |
| 6 | SAP |
Sap SE
|
70,908 | $10,927,631 | |
| 7 | DDOG |
Datadog, Inc.
|
38,047 | $9,905,916 | |
| 8 | ADBE |
Adobe Inc.
|
42,689 | $8,752,098 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,007 | 6,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $349,885 | 7,380 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $539,881 | 7,893 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $327,649 | 4,545 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,127,613 | 14,477 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,179,079 | 14,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $341,232 | 3,794 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $254,326 | 4,978 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $522,426 | 8,961 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $379,239 | 6,843 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $343,330 | 6,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $451,695 | 7,872 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,087,803 | 10,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $848,823 | 5,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,198,336 | 4,655 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,098,989 | 3,931 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $616,662 | 3,046 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $482,613 | 2,171 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $285,193 | 1,325 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||