Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$212,416
-$46,063 QoQ
Shares Held
4,782
-12.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 669 holders
Holding Since
Dec 2021
19 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, 2026PINNACLE ASSOCIATES LTD holds $74,413,086 across 25 Software - Application names. DOCU ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
74,847 | $19,048,561 | |
| 2 | CVLT |
Commvault Systems Inc
|
127,557 | $18,078,653 | |
| 3 | UBER |
Uber Technologies, Inc
|
103,539 | $7,471,374 | |
| 4 | ADP |
Automatic Data Processing Inc
|
28,700 | $6,427,365 | |
| 5 | ADBE |
Adobe Inc.
|
22,937 | $4,702,543 | |
| 6 | CRM |
Salesforce, Inc.
|
27,534 | $4,313,476 | |
| 7 | NOW |
ServiceNow, Inc.
|
24,697 | $2,451,918 | |
| 8 | PAYX |
Paychex Inc
|
23,144 | $2,275,749 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,416 | 4,782 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $258,479 | 5,452 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,636 | 4,790 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $266,228 | 3,693 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $304,783 | 3,913 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $264,387 | 3,248 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $293,024 | 3,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $469,835 | 7,567 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $267,981 | 5,009 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $395,352 | 6,639 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $449,858 | 7,567 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $339,612 | 8,086 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $422,361 | 8,267 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $379,066 | 6,502 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $272,888 | 4,924 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $905,460 | 16,934 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,156,436 | 20,154 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,539,638 | 42,379 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $374,073 | 2,456 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||