Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,984,715
+$74,727,552 QoQ
Shares Held
2,881,241
+156.5% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Sep 30, 2021CallValue
$257,430
CallShares
1,000
PutValue
$0
PutShares
0
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, 2026Invesco Ltd. holds $31,719,925,910 across 127 Software - Application names. DOCU ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
36,570,929 | $4,175,668,663 | |
| 2 | DDOG |
Datadog, Inc.
|
13,226,437 | $3,443,635,128 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,980,518 | $3,370,568,009 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,562,578 | $3,037,339,334 | |
| 5 | ADBE |
Adobe Inc.
|
14,654,959 | $3,004,559,687 | |
| 6 | INTU |
Intuit Inc.
|
9,526,564 | $2,486,433,204 | |
| 7 | ADSK |
Autodesk, Inc.
|
7,845,527 | $1,525,327,349 | |
| 8 | ROP |
Roper Technologies Inc
|
4,270,321 | $1,445,033,917 |
All Filings in DOCU
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,984,715 | 2,881,241 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,257,163 | 1,123,332 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $89,149,201 | 1,303,351 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $193,930,811 | 2,690,121 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $200,494,615 | 2,574,074 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $279,846,518 | 3,437,918 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $310,047,904 | 3,447,275 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $55,754,638 | 897,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $40,822,581 | 763,039 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $33,214,960 | 557,766 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,239,431 | 542,295 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,765,138 | 446,789 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,461,268 | 420,068 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,306,990 | 399,777 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,704,465 | 337,504 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,002,954 | 392,799 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,444,682 | 373,731 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,045,020 | 336,492 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $78,476,502 | 515,242 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $257,430 | 1,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $510,354,711 | 1,982,499 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $577,660,948 | 2,066,248 | Shares | Defined | 2021-08-17 | |
| 2021-06-30 | $279,570 | 1,000 | Call | Defined | 2021-08-17 | |
| 2021-03-31 | $1,639,845 | 8,100 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $390,669,988 | 1,929,711 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $213,396,657 | 959,949 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $1,800,630 | 8,100 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $1,743,444 | 8,100 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $181,305,042 | 842,339 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $158,523,264 | 920,523 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $32,230,875 | 348,819 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||