Position in DOCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$36,424
-$219,969 QoQ
Shares Held
820
-84.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#506
of 669 holders
Holding Since
Dec 2021
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, 2026Washington Trust Advisors, Inc. holds $36,972,140 across 19 Software - Application names. DOCU ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
275,959 | $19,913,201 | |
| 2 | SNOW |
Snowflake Inc.
|
55,518 | $14,129,331 | |
| 3 | ADP |
Automatic Data Processing Inc
|
10,585 | $2,370,509 | |
| 4 | SHOP |
Shopify Inc.
|
1,234 | $140,898 | |
| 5 | PAYX |
Paychex Inc
|
1,047 | $102,950 | |
| 6 | CRM |
Salesforce, Inc.
|
585 | $91,645 | |
| 7 | ADSK |
Autodesk, Inc.
|
364 | $70,768 | |
| 8 | INTU |
Intuit Inc.
|
163 | $42,543 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,424 | 820 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $256,393 | 5,408 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,764,446 | 25,796 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,845,504 | 25,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,932,450 | 24,810 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,384,858 | 17,013 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,565,765 | 17,409 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $1,134,943 | 18,279 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $977,926 | 18,279 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,161,462 | 19,504 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,174,375 | 19,754 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,111,026 | 26,453 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,371,663 | 26,848 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,536,379 | 26,353 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,438,647 | 25,959 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,772,530 | 33,150 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,908,572 | 33,262 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,797,296 | 35,449 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,610,068 | 10,571 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||