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Rockefeller Capital Management L.P.: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on DOCU, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 359,854 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,854 shares
    Change vs previous 13F +9,427 shares

    0.02% of the 13F portfolio, value $15,984,736.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 350,427 shares
    Change vs previous 13F +112,313 shares

    0.03% of the 13F portfolio, value $16,613,744.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 238,114 shares
    Change vs previous 13F +24,842 shares

    0.03% of the 13F portfolio, value $16,286,997.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 213,272 shares
    Change vs previous 13F -1,887 shares

    0.03% of the 13F portfolio, value $15,374,778.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 215,159 shares
    Change vs previous 13F +2,207 shares

    0.04% of the 13F portfolio, value $16,758,735.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 212,952 shares
    Change vs previous 13F -2,075 shares

    0.04% of the 13F portfolio, value $17,334,293.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 215,027 shares
    Change vs previous 13F -248,761 shares

    0.05% of the 13F portfolio, value $19,339,377.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 463,788 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,796,584.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).