Position in DOCU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$539,169
-$55,067 QoQ
Shares Held
12,138
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
of 669 holders
Holding Since
Dec 2023
11 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, 2026Plato Investment Management Ltd holds $40,251,926 across 32 Software - Application names. DOCU ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
23,732 | $5,314,781 | |
| 2 | ADBE |
Adobe Inc.
|
20,635 | $4,230,587 | |
| 3 | INTU |
Intuit Inc.
|
15,981 | $4,171,041 | |
| 4 | UBER |
Uber Technologies, Inc
|
49,901 | $3,600,856 | |
| 5 | NOW |
ServiceNow, Inc.
|
31,385 | $3,115,902 | |
| 6 | SHOP |
Shopify Inc.
|
26,533 | $3,029,537 | |
| 7 | ADSK |
Autodesk, Inc.
|
8,804 | $1,711,673 | |
| 8 | SNOW |
Snowflake Inc.
|
6,670 | $1,697,515 |
All Filings in DOCU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,169 | 12,138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $594,236 | 12,534 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $857,325 | 12,534 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $925,058 | 12,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $668,841 | 8,587 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $698,493 | 8,581 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $743,803 | 8,270 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,476,996 | 23,788 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,272,658 | 23,788 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,301,643 | 21,858 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $107,069 | 1,801 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||