Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,343
-$8,122 QoQ
Shares Held
2,304
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. DOCU ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,343 | 2,304 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $110,465 | 2,330 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $127,907 | 1,870 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $251,305 | 3,486 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $140,201 | 1,800 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $162,392 | 1,995 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $83,644 | 930 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $3,290 | 53 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,835 | 53 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,155 | 53 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $3,328 | 56 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $25,536 | 608 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $50,783 | 994 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $71,067 | 1,219 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $67,556 | 1,219 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $183,883 | 3,439 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $197,042 | 3,434 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $408,876 | 3,817 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,231,543 | 34,348 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,815,059 | 30,358 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,806,520 | 42,231 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,752,520 | 43,233 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,798,572 | 53,075 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $12,157,831 | 56,485 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $9,727,280 | 56,485 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,156,196 | 55,803 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||