Position in DOCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$44
-$3 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#664
of 669 holders
Holding Since
Sep 2024
8 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, 2026NBT BANK N A /NY holds $14,678,587 across 17 Software - Application names. DOCU ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
34,173 | $7,653,043 | |
| 2 | UBER |
Uber Technologies, Inc
|
35,007 | $2,526,105 | |
| 3 | CRM |
Salesforce, Inc.
|
15,716 | $2,462,067 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,190 | $614,543 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,093 | $410,224 | |
| 6 | INTU |
Intuit Inc.
|
1,224 | $319,464 | |
| 7 | PAYX |
Paychex Inc
|
2,575 | $253,199 | |
| 8 | ADBE |
Adobe Inc.
|
1,123 | $230,236 |
All Filings in DOCU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44 | 1 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $47 | 1 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $68 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $72 | 1 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $77 | 1 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $81 | 1 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $89 | 1 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $62 | 1 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||