Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,874,528
+$82,509,944 QoQ
Shares Held
6,165,568
+52.8% QoQ
Ownership
3.23%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#7
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,347,535,696 across 103 Software - Application names. DOCU ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,734,189 | $1,054,978,046 | |
| 2 | LYFT |
Lyft, Inc.
|
61,317,026 | $895,841,748 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,975,128 | $692,490,704 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,677,381 | $599,599,470 | |
| 5 | SNOW |
Snowflake Inc.
|
1,867,395 | $475,252,025 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,482,481 | $467,775,825 | |
| 7 | ADEA |
Adeia Inc.
|
13,713,908 | $451,598,989 | |
| 8 | ADBE |
Adobe Inc.
|
2,138,741 | $438,484,675 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,874,528 | 6,165,568 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $191,364,584 | 4,036,376 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $176,229,247 | 2,576,451 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $115,428,631 | 1,601,174 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $103,821,058 | 1,332,919 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $96,255,824 | 1,182,504 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $106,678,371 | 1,186,106 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $59,045,166 | 950,961 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,861,856 | 128,259 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,309,391 | 156,329 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,695,604 | 213,551 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,635,726 | 181,803 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,299,466 | 162,448 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $50,921,317 | 873,436 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $6,042,718 | 109,035 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,580,831 | 66,969 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,954,091 | 103,766 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $60,953,420 | 569,020 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $234,750,678 | 1,541,269 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $316,264,851 | 1,228,547 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $371,427,752 | 1,328,568 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $145,408,495 | 718,244 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $79,464,468 | 357,465 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $77,609,086 | 360,570 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $60,263,683 | 349,943 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $71,689,278 | 775,858 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||