Position in DOCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,136,349
-$4,273,895 QoQ
Shares Held
2,209,283
+2.3% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Jun 30, 2026CallValue
$8,470,005
CallShares
190,680
PutValue
$14,014,510
PutShares
315,500
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, 2026UBS Group AG holds $12,781,843,783 across 210 Software - Application names. DOCU ranks #29 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in DOCU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,470,005 | 190,680 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $98,136,349 | 2,209,283 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $14,014,510 | 315,500 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $102,410,244 | 2,160,098 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $19,822,121 | 418,100 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $10,999,120 | 232,000 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $48,471,385 | 708,646 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $29,042,640 | 424,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $30,855,240 | 451,100 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $36,484,749 | 506,100 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $83,878,803 | 1,163,529 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $28,915,299 | 401,100 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $29,925,338 | 384,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $69,844,194 | 896,703 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $31,849,221 | 408,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $28,888,860 | 354,900 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $27,146,900 | 333,500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $96,759,608 | 1,188,693 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $103,913,434 | 1,155,364 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $21,045,960 | 234,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $18,968,346 | 210,900 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $13,250,006 | 213,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $47,074,771 | 758,170 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $16,487,875 | 265,548 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,140,000 | 40,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $4,044,600 | 75,600 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $27,255,787 | 509,454 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,046,903 | 504,566 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $2,149,755 | 36,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $9,545,865 | 160,300 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $22,702,288 | 381,872 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $14,030,200 | 236,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $29,154,280 | 490,400 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $9,660,000 | 230,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $29,894,760 | 711,780 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $5,086,200 | 121,100 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $34,300,085 | 671,366 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $7,208,799 | 141,100 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $11,750,700 | 230,000 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $14,948,120 | 256,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $31,173,010 | 534,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $30,619,333 | 525,203 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,326,278 | 420,900 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $38,103,021 | 687,532 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $40,822,372 | 736,600 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $41,013,360 | 767,035 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $2,406,150 | 45,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $24,376,973 | 455,900 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $1,371,382 | 23,900 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $41,388,194 | 721,300 | Put | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||