Position in DOCU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$312,574
-$138,387 QoQ
Shares Held
6,593
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Comprehensive Financial Management LLC holds $126,568,538 across 7 Software - Application names. DOCU ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
1,171,195 | $94,152,366 | |
| 2 | WDAY |
Workday, Inc.
|
96,194 | $12,497,524 | |
| 3 | CHYM |
Chime Financial, Inc.
|
552,751 | $10,353,026 | |
| 4 | SNOW |
Snowflake Inc.
|
54,631 | $8,239,447 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
15,236 | $966,876 | |
| 6 | DOCU |
Docusign, Inc.
This page
|
6,593 | $312,574 | |
| 7 | CMRC |
Commerce.com, Inc.
|
17,500 | $46,725 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,574 | 6,593 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $450,961 | 6,593 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $475,289 | 6,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $513,528 | 6,593 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $536,670 | 6,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $592,974 | 6,593 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $409,359 | 6,593 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $352,725 | 6,593 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $392,613 | 6,593 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $391,953 | 6,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,906 | 6,593 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $336,836 | 6,593 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $384,371 | 6,593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $365,384 | 6,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $352,527 | 6,593 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,306 | 6,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $706,242 | 6,593 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,004,179 | 6,593 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,697,235 | 6,593 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,843,205 | 6,593 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,334,752 | 6,593 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,465,623 | 6,593 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,818,137 | 13,093 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,254,745 | 13,093 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,209,793 | 13,093 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||