Position in DOCU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$302,677
-$3,088,133 QoQ
Shares Held
6,814
-90.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#396
of 669 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BURNEY CO/ holds $38,584,731 across 15 Software - Application names. DOCU ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
19,160 | $7,191,130 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
110,342 | $6,846,720 | |
| 3 | ADSK |
Autodesk, Inc.
|
29,930 | $5,818,990 | |
| 4 | ZM |
Zoom Communications, Inc.
|
53,726 | $4,637,091 | |
| 5 | FICO |
Fair Isaac Corp
|
3,740 | $4,468,477 | |
| 6 | IDCC |
InterDigital, Inc.
|
9,410 | $2,664,253 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,136 | $1,669,493 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,816 | $1,526,443 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,677 | 6,814 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,390,810 | 71,521 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,970,515 | 116,528 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,782,364 | 121,825 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,224,230 | 131,265 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,581,022 | 142,273 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,046,101 | 200,646 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,000,879 | 193,282 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,092,476 | 207,336 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,209,751 | 188,241 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $4,023,754 | 67,683 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,176,648 | 99,444 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,026,132 | 98,378 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,429,595 | 93,132 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $214,181 | 832 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $218,623 | 782 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||