Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,495
-$18,360 QoQ
Shares Held
5,189
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#433
of 669 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gilbert & Cook, Inc. holds $5,846,761 across 7 Software - Application names. DOCU ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,724 | $2,523,651 | |
| 2 | SHOP |
Shopify Inc.
|
10,774 | $1,230,175 | |
| 3 | TYL |
Tyler Technologies Inc
|
1,759 | $514,437 | |
| 4 | ROP |
Roper Technologies Inc
|
1,429 | $483,559 | |
| 5 | FICO |
Fair Isaac Corp
|
388 | $463,574 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,790 | $400,870 | |
| 7 | DOCU |
Docusign, Inc.
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|
5,189 | $230,495 |
All Filings in DOCU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,495 | 5,189 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $248,855 | 5,249 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $516,625 | 7,553 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $554,155 | 7,687 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,858 | 7,650 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $608,790 | 7,479 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $671,492 | 7,466 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $465,861 | 7,503 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $414,946 | 7,756 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $510,641 | 8,575 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $505,146 | 8,497 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $331,506 | 7,893 | Shares | Sole | 2023-11-02 | |
| 2020-06-30 | $226,283 | 1,314 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||