Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$288,019
-$31,571 QoQ
Shares Held
6,484
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 669 holders
Holding Since
Sep 2020
16 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, 2026SHELTON CAPITAL MANAGEMENT holds $111,698,117 across 23 Software - Application names. DOCU ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
48,818 | $18,322,371 | |
| 2 | SHOP |
Shopify Inc.
|
129,890 | $14,830,840 | |
| 3 | ADBE |
Adobe Inc.
|
60,054 | $12,312,271 | |
| 4 | INTU |
Intuit Inc.
|
42,496 | $11,091,456 | |
| 5 | ADP |
Automatic Data Processing Inc
|
44,902 | $10,055,802 | |
| 6 | CRM |
Salesforce, Inc.
|
63,998 | $10,025,926 | |
| 7 | DDOG |
Datadog, Inc.
|
37,283 | $9,707,001 | |
| 8 | ADSK |
Autodesk, Inc.
|
24,233 | $4,711,379 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,019 | 6,484 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $319,590 | 6,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $461,084 | 6,741 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $516,596 | 7,166 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $651,627 | 8,366 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $686,446 | 8,433 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $682,464 | 7,588 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $914,818 | 17,109 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $981,714 | 17,109 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,832,716 | 17,109 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,449,601 | 16,083 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,140,246 | 16,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,200,818 | 15,026 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,042,013 | 15,026 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,988,378 | 13,443 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,893,471 | 13,443 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||