Position in DOCU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,857
-$2,301 QoQ
Shares Held
357
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#528
of 669 holders
Holding Since
Jun 2024
9 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, 2026Bank & Trust Co holds $1,569,567 across 5 Software - Application names. DOCU ranks #5 (1.0% of the industry book) .
All Filings in DOCU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,857 | 357 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $18,158 | 383 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,197 | 383 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $30,566 | 424 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $33,025 | 424 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $34,513 | 424 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $38,134 | 424 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $26,326 | 424 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $23,700 | 443 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||