Position in DOCU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$385,920
+$85,151 QoQ
Shares Held
8,688
+36.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 669 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$456,930
PutShares
3,000
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, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. DOCU ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in DOCU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,920 | 8,688 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $300,769 | 6,344 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $235,362 | 3,959 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,088 | 5,264 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $239,561 | 4,689 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $603,521 | 10,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $392,761 | 7,087 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $334,561 | 6,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,962 | 6,831 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $641,541 | 5,989 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,248,637 | 8,198 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $456,930 | 3,000 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $1,951,576 | 7,581 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $772,290 | 3,000 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $2,055,398 | 7,352 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $838,710 | 3,000 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $607,350 | 3,000 | Put | Sole | 2021-11-12 | |
| 2021-03-31 | $1,611,502 | 7,960 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $666,900 | 3,000 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $1,713,488 | 7,708 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,094,715 | 9,732 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,406,439 | 8,167 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $794,824 | 8,602 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||