Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,258,765
-$1,208,045 QoQ
Shares Held
275,974
-2.8% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#76
of 669 holders
Holding Since
Mar 2020
26 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. DOCU ranks #17 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,258,765 | 275,974 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $13,466,810 | 284,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,764,280 | 98,893 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,145,398 | 29,760 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,600,093 | 20,543 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,307,772 | 16,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,423,570 | 15,828 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,008,589 | 16,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $872,531 | 16,309 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $980,609 | 16,467 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,020,518 | 17,166 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $745,374 | 17,747 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,248,946 | 24,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,476,039 | 25,318 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,614,827 | 29,138 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,061,646 | 19,855 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,161,427 | 20,241 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,187,175 | 20,418 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,852,917 | 18,731 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $8,803,333 | 34,197 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,254,045 | 33,101 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $3,681,350 | 18,184 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,978,503 | 17,897 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,833,639 | 17,811 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,094,441 | 17,969 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,635,942 | 17,705 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||