Position in DOCU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,408,674
-$148,526 QoQ
Shares Held
54,225
+0.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#184
of 669 holders
Holding Since
Jun 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, 2026Crossmark Global Holdings, Inc. holds $178,244,425 across 38 Software - Application names. DOCU ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
266,165 | $26,424,861 | |
| 2 | UBER |
Uber Technologies, Inc
|
312,369 | $22,540,547 | |
| 3 | CRM |
Salesforce, Inc.
|
127,505 | $19,974,933 | |
| 4 | ADBE |
Adobe Inc.
|
96,427 | $19,769,463 | |
| 5 | ADP |
Automatic Data Processing Inc
|
58,850 | $13,179,457 | |
| 6 | SAP |
Sap SE
|
77,739 | $11,980,357 | |
| 7 | PAYX |
Paychex Inc
|
114,569 | $11,265,569 | |
| 8 | ADSK |
Autodesk, Inc.
|
47,428 | $9,220,951 |
All Filings in DOCU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,408,674 | 54,225 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,557,200 | 53,938 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,415,083 | 64,548 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,155,844 | 57,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $966,848 | 12,413 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $936,914 | 11,510 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $988,979 | 10,996 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,284,579 | 20,689 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,240,611 | 23,189 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $268,510 | 4,509 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $326,936 | 1,270 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $329,892 | 1,180 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $275,332 | 1,360 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $277,875 | 1,250 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $271,202 | 1,260 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $220,428 | 1,280 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||