Position in DOCU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,207,423
-$212,363 QoQ
Shares Held
27,182
-9.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#240
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 23%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. DOCU ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,423 | 27,182 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,419,786 | 29,947 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,134,014 | 162,778 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $11,379,549 | 157,852 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,453,813 | 185,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,194,693 | 186,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,372,977 | 259,873 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,008,002 | 273,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,173,166 | 264,919 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $15,653,967 | 262,871 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,662,874 | 263,463 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $11,117,358 | 264,699 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $12,841,368 | 251,348 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $13,788,299 | 236,506 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,707,084 | 229,287 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $5,678,192 | 106,194 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,956,904 | 103,815 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,891,567 | 92,341 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,418,275 | 35,574 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $916,708 | 3,561 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $995,548 | 3,561 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $734,083 | 3,626 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $801,836 | 3,607 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $776,801 | 3,609 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $588,441 | 3,417 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $312,034 | 3,377 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||