Position in DOCU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,984
-$1,884 QoQ
Shares Held
630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#512
of 669 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $2,572,239 across 13 Software - Application names. DOCU ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,081 | $913,939 | |
| 2 | SNOW |
Snowflake Inc.
|
1,824 | $464,208 | |
| 3 | CRM |
Salesforce, Inc.
|
2,930 | $459,013 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,175 | $215,934 | |
| 5 | ADBE |
Adobe Inc.
|
1,031 | $211,375 | |
| 6 | PAYX |
Paychex Inc
|
1,449 | $142,480 | |
| 7 | UBER |
Uber Technologies, Inc
|
820 | $59,171 | |
| 8 | MSTR |
Strategy Inc
|
480 | $41,726 |
All Filings in DOCU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,984 | 630 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $29,868 | 630 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $57,798 | 845 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $60,916 | 845 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $65,817 | 845 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $72,853 | 895 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $80,856 | 899 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $55,818 | 899 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $48,096 | 899 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $59,490 | 999 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $90,601 | 1,524 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $68,208 | 1,624 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $82,970 | 1,624 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $94,679 | 1,624 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $66,448 | 1,199 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $80,151 | 1,499 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $59,044 | 1,029 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $110,226 | 1,029 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $9,747 | 64 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||