Position in DOCU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$142
-$63 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Evelyn Partners Investment Management LLP holds $30,992,416 across 12 Software - Application names. DOCU ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
37,843 | $16,362,556 | |
| 2 | CRM |
Salesforce, Inc.
|
24,115 | $4,501,547 | |
| 3 | ROP |
Roper Technologies Inc
|
12,717 | $4,500,037 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
9,291 | $2,581,690 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,844 | $1,187,383 | |
| 6 | SHOP |
Shopify Inc.
|
6,735 | $798,905 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,589 | $584,329 | |
| 8 | ADBE |
Adobe Inc.
|
995 | $241,864 |
All Filings in DOCU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205 | 3 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $216 | 3 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233 | 3 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $244 | 3 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $269 | 3 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||