Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$343,988
-$35,718 QoQ
Shares Held
7,744
-3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 669 holders
Holding Since
Mar 2020
25 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, 2026BOKF, NA holds $52,751,702 across 37 Software - Application names. DOCU ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
46,295 | $7,252,573 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
16,294 | $6,115,463 | |
| 3 | NOW |
ServiceNow, Inc.
|
45,367 | $4,504,035 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,825 | $4,461,291 | |
| 5 | ADP |
Automatic Data Processing Inc
|
15,222 | $3,408,966 | |
| 6 | ADBE |
Adobe Inc.
|
13,529 | $2,773,715 | |
| 7 | INTU |
Intuit Inc.
|
10,506 | $2,742,066 | |
| 8 | PEGA |
Pegasystems Inc
|
70,785 | $2,121,425 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,988 | 7,744 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $379,706 | 8,009 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $583,520 | 8,531 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $749,158 | 10,392 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $659,728 | 8,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $689,620 | 8,472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $983,493 | 10,935 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $684,355 | 11,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $645,423 | 12,064 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $763,847 | 12,827 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $768,450 | 12,926 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $552,216 | 13,148 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $671,781 | 13,149 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $777,255 | 13,332 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $789,235 | 14,241 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,056,027 | 38,452 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $971,327 | 16,928 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,846,962 | 17,242 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,927,329 | 12,654 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $3,633,624 | 14,115 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $3,605,229 | 17,808 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $4,202,581 | 18,905 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,786,716 | 17,593 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $2,958,567 | 17,180 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,089,625 | 22,615 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||