Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,099,600
-$139,289 QoQ
Shares Held
47,267
+0.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#191
of 669 holders
Holding Since
Sep 2020
11 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $85,609,186 across 24 Software - Application names. DOCU ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
92,756 | $19,016,835 | |
| 2 | ZM |
Zoom Communications, Inc.
|
168,304 | $14,526,318 | |
| 3 | ADSK |
Autodesk, Inc.
|
72,583 | $14,111,586 | |
| 4 | CRM |
Salesforce, Inc.
|
68,690 | $10,760,975 | |
| 5 | DBD |
DIEBOLD NIXDORF, Inc
|
52,588 | $4,471,031 | |
| 6 | ROP |
Roper Technologies Inc
|
10,621 | $3,594,040 | |
| 7 | INTU |
Intuit Inc.
|
10,590 | $2,763,990 | |
| 8 | PLUS |
Eplus Inc
|
31,222 | $2,598,607 |
All Filings in DOCU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099,600 | 47,267 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,238,889 | 47,224 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,441,606 | 35,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,524,087 | 35,013 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,726,928 | 35,010 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,848,186 | 34,990 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,381,427 | 48,715 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,871,972 | 46,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,702,851 | 31,829 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,901 | 8,042 | Shares | Sole | 2024-05-14 | |
| 2020-09-30 | $215,455 | 1,001 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||