SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in DOCU — Docusign, Inc.
CIK 1531593
NEW YORK, NY
Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$102,521
+$68,822 QoQ
Shares Held
2,308
+457.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#478
of 669 holders
Holding Since
Mar 2022
8 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, 2023CallValue
$142,680
CallShares
2,400
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, 2026SUMMIT SECURITIES GROUP LLC holds $1,546,421 across 25 Software - Application names. DOCU ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
4,687 | $398,488 | |
| 2 | RNG |
RingCentral, Inc.
|
3,720 | $145,005 | |
| 3 | FROG |
JFrog Ltd
|
1,425 | $129,504 | |
| 4 | DOCU |
Docusign, Inc.
This page
|
2,308 | $102,521 | |
| 5 | FSLY |
Fastly, Inc.
|
5,100 | $93,636 | |
| 6 | MSTR |
Strategy Inc
|
1,056 | $91,798 | |
| 7 | FIG |
Figma, Inc.
|
5,000 | $90,450 | |
| 8 | NOW |
ServiceNow, Inc.
|
739 | $73,367 |
All Filings in DOCU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,521 | 2,308 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $33,699 | 414 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $142,680 | 2,400 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $89,175 | 1,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $100,800 | 2,400 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $21,210 | 505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,327 | 300 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $34,582 | 624 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $554,200 | 10,000 | Call | Sole | 2023-02-13 | |
| 2022-09-30 | $2,229,538 | 41,697 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $10,694,000 | 200,000 | Put | Sole | 2022-11-02 | |
| 2022-03-31 | $10,712 | 100 | Call | Sole | 2022-05-11 | |
| 2022-03-31 | $87,088 | 813 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||