Position in DOCU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,541,159
+$281,854 QoQ
Shares Held
259,819
+9.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 669 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 8%
Shared 2%
None 90%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $840,123,084 across 75 Software - Application names. DOCU ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,448,627 | $119,278,433 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,346,774 | $97,183,211 | |
| 3 | ADP |
Automatic Data Processing Inc
|
398,039 | $89,140,834 | |
| 4 | ROP |
Roper Technologies Inc
|
1,525,470 | $80,952,642 | |
| 5 | PAYX |
Paychex Inc
|
748,039 | $73,554,674 | |
| 6 | CRM |
Salesforce, Inc.
|
1,108,019 | $49,049,704 | |
| 7 | ADBE |
Adobe Inc.
|
426,631 | $46,665,904 | |
| 8 | INTU |
Intuit Inc.
|
8,592,697 | $40,545,574 |
All Filings in DOCU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,541,159 | 259,819 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $11,259,305 | 237,488 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,025,187 | 29,608 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,081,670 | 28,876 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,176,012 | 27,937 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,839,964 | 22,604 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,288,073 | 25,440 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,909,142 | 30,748 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,293,469 | 24,177 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,447,005 | 24,299 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $781,410 | 13,144 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $734,664 | 17,492 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $884,010 | 17,303 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,180,108 | 20,242 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $739,468 | 13,343 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||