Position in DOCU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$44
-$3 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#667
of 669 holders
Holding Since
Mar 2022
18 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, 2026Grove Bank & Trust holds $7,048,951 across 28 Software - Application names. DOCU ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
20,730 | $2,366,951 | |
| 2 | UBER |
Uber Technologies, Inc
|
17,383 | $1,254,356 | |
| 3 | CRM |
Salesforce, Inc.
|
6,173 | $967,062 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,119 | $606,395 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
882 | $331,032 | |
| 6 | ADBE |
Adobe Inc.
|
1,542 | $316,140 | |
| 7 | INTU |
Intuit Inc.
|
804 | $209,844 | |
| 8 | ADP |
Automatic Data Processing Inc
|
903 | $202,226 |
All Filings in DOCU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44 | 1 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $47 | 1 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $68 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,562 | 202 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $15,733 | 202 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $16,442 | 202 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,167 | 202 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,404 | 232 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $12,412 | 232 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $25,011 | 420 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,028 | 421 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $37,758 | 899 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $428,594 | 8,389 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $474,970 | 8,147 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $444,412 | 8,019 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $228,744 | 4,278 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $240,651 | 4,194 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $295,329 | 2,757 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||