Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,749,105
-$2,499,951 QoQ
Shares Held
241,988
-13.4% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
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, 2026SEI INVESTMENTS CO holds $1,762,098,742 across 122 Software - Application names. DOCU ranks #33 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,168,217 | $247,567,016 | |
| 2 | ADBE |
Adobe Inc.
|
672,595 | $137,895,425 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,909,696 | $137,803,662 | |
| 4 | ADSK |
Autodesk, Inc.
|
493,770 | $95,998,762 | |
| 5 | SNOW |
Snowflake Inc.
|
340,754 | $86,721,893 | |
| 6 | NOW |
ServiceNow, Inc.
|
804,622 | $79,882,871 | |
| 7 | CRM |
Salesforce, Inc.
|
491,529 | $77,002,931 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
204,374 | $76,705,648 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,749,105 | 241,988 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,249,056 | 279,457 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,655,857 | 82,688 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,765,363 | 66,103 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,145,665 | 40,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,183,716 | 39,112 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,109,220 | 56,807 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,079,167 | 49,592 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,195,243 | 22,341 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,143,359 | 19,200 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,834,702 | 64,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,884,624 | 44,872 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,700,676 | 366,034 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $22,932,945 | 393,361 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,735,836 | 374,158 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,146,430 | 358,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,846,899 | 363,313 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,983,162 | 177,214 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,152,727 | 145,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,944,902 | 77,477 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,659,833 | 56,014 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $26,774,821 | 132,254 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,633,828 | 137,804 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,597,760 | 39,945 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $13,503,674 | 78,414 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $7,567,004 | 81,894 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||