Position in DOCU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$859,749
-$4,281,249 QoQ
Shares Held
19,355
-82.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 669 holders
Holding Since
Mar 2020
26 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 Dec 31, 2024CallValue
$30
CallShares
400
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, 2026HighTower Advisors, LLC holds $542,955,114 across 60 Software - Application names. DOCU ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
324,444 | $66,517,508 | |
| 2 | UBER |
Uber Technologies, Inc
|
874,865 | $63,130,258 | |
| 3 | ADP |
Automatic Data Processing Inc
|
265,046 | $59,357,051 | |
| 4 | CRM |
Salesforce, Inc.
|
361,825 | $56,683,504 | |
| 5 | NOW |
ServiceNow, Inc.
|
525,128 | $52,134,707 | |
| 6 | SNOW |
Snowflake Inc.
|
139,495 | $35,501,477 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
75,861 | $28,472,150 | |
| 8 | DJCO |
Daily Journal Corp
|
41,329 | $24,846,581 |
All Filings in DOCU
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,749 | 19,355 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,140,998 | 108,437 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,760,145 | 40,353 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,864,928 | 39,741 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,165,839 | 40,645 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,719,166 | 45,690 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30 | 400 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $3,532,573 | 39,277 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,440,593 | 55,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,329,519 | 62,234 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,521,608 | 59,137 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7 | 700 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $2,756,220 | 46,362 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,719,312 | 40,936 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,218 | 200 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $3,375,107 | 66,062 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,379,904 | 75,127 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $554 | 10 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $3,375,355 | 60,905 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,282 | 24 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $5,683,272 | 106,289 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $120,498 | 2,100 | Put | Sole | 2022-08-10 | |
| 2022-06-30 | $11,476 | 200 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $6,837,974 | 119,170 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $14,289,379 | 133,396 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $4,606 | 43 | Put | Sole | 2022-05-12 | |
| 2021-12-31 | $15,495,410 | 101,736 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $5,330 | 35 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $23,000 | 1,300 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $21,865,074 | 84,936 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,000 | 1,500 | Put | Sole | 2021-08-06 | |
| 2021-06-30 | $23,022,309 | 82,349 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,858 | 24 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $16,253,900 | 80,286 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,112 | 23 | Put | Sole | 2021-02-10 | |
| 2020-12-31 | $16,491,547 | 74,186 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $16,051,953 | 74,577 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $18,000 | 1,200 | Call | Sole | 2020-11-13 | |
| 2020-09-30 | $35,000 | 3,200 | Put | Sole | 2020-11-13 | |
| 2020-06-30 | $28,000 | 3,000 | Put | Sole | 2020-08-10 | |
| 2020-06-30 | $9,130,057 | 53,017 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,905,284 | 63,910 | Shares | Sole | 2020-05-21 | |
| 2020-03-31 | $9,000 | 1,900 | Put | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||