Position in DOCU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,465
-$99 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 669 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Sep 30, 2020CallValue
$43,048
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026AdvisorNet Financial, Inc holds $10,071,760 across 43 Software - Application names. DOCU ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
42,646 | $4,869,320 | |
| 2 | UBER |
Uber Technologies, Inc
|
30,687 | $2,214,373 | |
| 3 | SNOW |
Snowflake Inc.
|
1,863 | $474,133 | |
| 4 | MSTR |
Strategy Inc
|
4,972 | $432,215 | |
| 5 | GRAB |
Grab Holdings Ltd
|
101,984 | $384,479 | |
| 6 | ADBE |
Adobe Inc.
|
1,407 | $288,463 | |
| 7 | CRM |
Salesforce, Inc.
|
1,485 | $232,640 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
543 | $203,798 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465 | 33 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,564 | 33 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $820 | 12 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $467 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $325 | 4 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,079 | 12 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $496 | 8 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,498 | 28 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,369 | 23 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,420 | 108 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,998 | 119 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,561 | 148 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,269 | 159 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,640 | 192 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,993 | 243 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $20,714 | 361 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $48,311 | 451 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $102,961 | 676 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $25,743 | 100 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $121,333 | 434 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $123,089 | 608 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $99,145 | 446 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $142,058 | 660 | Shares | Sole | 2020-11-06 | |
| 2020-09-30 | $43,048 | 200 | Call | Sole | 2020-11-06 | |
| 2020-06-30 | $32,719 | 190 | Shares | Sole | 2020-08-26 | |
| 2020-06-30 | $34,442 | 200 | Call | Sole | 2020-08-26 | |
| No filing history on record for this holder in this stock. | ||||||