Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,960,254
-$660,569 QoQ
Shares Held
44,130
-20.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#196
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 Mar 31, 2026CallValue
$616,330
CallShares
13,000
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, 2026Tidal Investments LLC holds $1,270,184,990 across 60 Software - Application names. DOCU ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
1,214,315 | $187,138,084 | |
| 2 | WDAY |
Workday, Inc.
|
1,439,456 | $176,218,203 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,579,428 | $156,805,609 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
348,831 | $130,923,250 | |
| 5 | INTU |
Intuit Inc.
|
394,514 | $102,968,154 | |
| 6 | MSTR |
Strategy Inc
|
991,334 | $86,176,662 | |
| 7 | UBER |
Uber Technologies, Inc
|
889,193 | $64,164,165 | |
| 8 | ADBE |
Adobe Inc.
|
202,432 | $41,502,607 |
All Filings in DOCU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,254 | 44,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $616,330 | 13,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,620,823 | 55,280 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $294,120 | 4,300 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $2,587,844 | 37,834 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,571,345 | 21,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,700,883 | 21,837 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,354,495 | 28,925 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,395,324 | 37,751 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,790,696 | 44,946 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,476,974 | 27,607 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $896,644 | 15,057 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $984,432 | 16,559 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $567,084 | 13,502 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $580,637 | 11,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $701,057 | 12,025 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $604,687 | 10,911 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $552,238 | 10,328 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $507,411 | 8,843 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $453,438 | 4,233 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $636,351 | 4,178 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,097,680 | 4,264 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,045,591 | 3,740 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $717,280 | 3,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,808,698 | 26,130 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,379,268 | 15,700 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,377,726 | 19,614 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,858,903 | 20,118 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||