Position in DOCU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$130,709
-$64,709 QoQ
Shares Held
2,757
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $10,760,166 across 83 Software - Application names. DOCU ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLY |
Fastly, Inc.
|
77,944 | $2,265,052 | |
| 2 | SHOP |
Shopify Inc.
|
12,527 | $1,485,952 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,710 | $1,015,180 | |
| 4 | CRM |
Salesforce, Inc.
|
4,385 | $818,547 | |
| 5 | SNOW |
Snowflake Inc.
|
4,990 | $752,591 | |
| 6 | ADP |
Automatic Data Processing Inc
|
3,161 | $642,251 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,077 | $488,530 | |
| 8 | ADBE |
Adobe Inc.
|
1,578 | $383,580 |
All Filings in DOCU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,709 | 2,757 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $195,418 | 2,857 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $205,961 | 2,857 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $252,908 | 3,247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,490 | 2,979 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $292,035 | 3,247 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $201,606 | 3,247 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $182,542 | 3,412 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $203,184 | 3,412 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $168,838 | 2,840 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $124,656 | 2,968 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $71,423 | 1,398 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $45,998 | 789 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||