Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,039,876
+$2,734,356 QoQ
Shares Held
135,972
+95.0% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 669 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,006,744 across 147 Software - Application names. DOCU ranks #20 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
132,583 | $29,691,962 | |
| 2 | UBER |
Uber Technologies, Inc
|
347,374 | $25,066,507 | |
| 3 | CRM |
Salesforce, Inc.
|
132,107 | $20,695,882 | |
| 4 | ZM |
Zoom Communications, Inc.
|
211,774 | $18,278,213 | |
| 5 | SNOW |
Snowflake Inc.
|
71,115 | $18,098,767 | |
| 6 | ADBE |
Adobe Inc.
|
79,526 | $16,304,420 | |
| 7 | NOW |
ServiceNow, Inc.
|
155,849 | $15,472,688 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
35,928 | $13,484,496 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,039,876 | 135,972 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,305,520 | 69,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,486,629 | 65,594 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,557,208 | 49,344 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,968,261 | 50,947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,973,703 | 48,817 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,176,723 | 46,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,507,607 | 24,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $761,733 | 14,238 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $966,317 | 16,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $914,757 | 15,387 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $442,050 | 10,525 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $599,030 | 11,725 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $720,413 | 12,357 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $455,995 | 8,228 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $398,404 | 7,451 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $514,354 | 8,964 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $495,858 | 4,629 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $540,700 | 3,550 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $750,923 | 2,917 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $581,785 | 2,081 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $344,772 | 1,703 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $357,903 | 1,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $318,985 | 1,482 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||