Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,501,218
-$45,580 QoQ
Shares Held
33,796
+3.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#223
of 669 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Strategic Global Advisors, LLC holds $8,976,549 across 6 Software - Application names. DOCU ranks #2 (16.7% 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 | $1,501,218 | 33,796 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,546,798 | 32,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,258,978 | 33,026 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $1,774,601 | 21,801 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,032,464 | 22,598 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,326,552 | 21,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,154,904 | 21,587 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,259,422 | 21,149 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,293,750 | 21,762 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||