Position in DOCU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,506,576
+$2,271,940 QoQ
Shares Held
116,148
+145.6% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Jun 30, 2021CallValue
$27,957
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. DOCU ranks #19 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in DOCU
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,506,576 | 116,148 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,234,636 | 47,290 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,353,778 | 18,779 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,871,073 | 24,022 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,956,856 | 24,040 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,231,411 | 24,810 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,988,556 | 32,027 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,662,887 | 31,082 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,497,146 | 25,141 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,155,529 | 19,437 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $818,664 | 19,492 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $400,903 | 7,847 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $445,645 | 7,644 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $422,300 | 7,620 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $412,521 | 7,715 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $368,609 | 6,424 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $743,519 | 6,941 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,036,317 | 6,804 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $318,989 | 1,141 | Shares | Sole | 2021-09-15 | |
| 2021-06-30 | $27,957 | 100 | Call | Sole | 2021-09-15 | |
| 2021-03-31 | $230,995 | 1,141 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $20,245 | 100 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $22,230 | 100 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $253,644 | 1,141 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $245,588 | 1,141 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $21,524 | 100 | Call | Sole | 2021-09-15 | |
| 2020-06-30 | $17,221 | 100 | Call | Sole | 2021-09-15 | |
| 2020-06-30 | $196,491 | 1,141 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $9,240 | 100 | Call | Sole | 2021-09-15 | |
| 2020-03-31 | $105,428 | 1,141 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||