LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in DOCU — Docusign, Inc.
CIK 932974
BOSTON, MA
Position in DOCU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$206,775
+$205,054 QoQ
Shares Held
4,655
+15416.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 669 holders
Holding Since
Dec 2020
7 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $728,455,283 across 19 Software - Application names. DOCU ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,040,089 | $271,463,229 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,746,805 | $173,422,800 | |
| 3 | ADP |
Automatic Data Processing Inc
|
601,164 | $134,630,676 | |
| 4 | PAYC |
Paycom Software, Inc.
|
726,250 | $91,275,099 | |
| 5 | ADBE |
Adobe Inc.
|
169,554 | $34,761,961 | |
| 6 | ROP |
Roper Technologies Inc
|
24,177 | $8,181,255 | |
| 7 | CRM |
Salesforce, Inc.
|
51,497 | $8,067,519 | |
| 8 | PAYX |
Paychex Inc
|
27,364 | $2,690,702 |
All Filings in DOCU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,775 | 4,655 | Shares | Sole | 2026-07-30 | |
| 2022-06-30 | $1,721 | 30 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,213 | 30 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $8,681 | 57 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,416 | 56 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,860 | 46 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $2,889 | 13 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||