Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,000,924
-$1,328,744 QoQ
Shares Held
67,558
-26.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. DOCU ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,000,924 | 67,558 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,329,668 | 91,324 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,226,853 | 76,416 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,273,558 | 87,024 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,468,306 | 121,560 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,294,008 | 89,607 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,702,190 | 85,637 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,912,062 | 79,112 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,304,341 | 80,455 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,115,569 | 119,489 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,964,549 | 83,508 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,667,440 | 87,320 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,971,259 | 97,304 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,865,114 | 117,755 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,271,766 | 131,212 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,487,674 | 121,333 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,958,299 | 121,267 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,640,158 | 118,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,940,745 | 117,791 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,806,826 | 142,978 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,239,045 | 140,355 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,702,543 | 122,018 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,098,917 | 180,382 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $37,203,586 | 172,847 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $33,437,669 | 194,168 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,105,406 | 239,236 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||