Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,111,089
-$2,455,081 QoQ
Shares Held
182,600
-18.1% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Jun 30, 2020CallValue
$141,000
CallShares
6,100
PutValue
$164,000
PutShares
13,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,159 across 155 Software - Application names. DOCU ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in DOCU
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,111,089 | 182,600 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,566,170 | 222,868 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $28,278,200 | 413,424 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,097,804 | 362,017 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,759,090 | 369,227 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,949,500 | 367,930 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $33,946,861 | 377,439 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,219,606 | 325,650 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,675,631 | 405,152 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,449,524 | 427,364 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $30,775,360 | 517,668 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $25,813,494 | 614,607 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,752,801 | 934,680 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $53,451,072 | 916,828 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $46,438,300 | 837,934 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,923,267 | 989,775 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,692,719 | 1,005,450 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $110,438,361 | 1,030,978 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $96,759,494 | 635,280 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $179,464,233 | 697,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $170,377,503 | 609,427 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $136,855,590 | 675,997 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $217,372,274 | 977,833 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $220,208,597 | 1,023,084 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $141,000 | 6,100 | Call | Defined | 2020-08-13 | |
| 2020-06-30 | $164,000 | 13,500 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $251,256,799 | 1,459,014 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $143,455,988 | 1,552,554 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||