Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,210
+$2,061 QoQ
Shares Held
500
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 669 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Performa Ltd (US), LLC holds $198,812 across 5 Software - Application names. DOCU ranks #5 (11.2% of the industry book) .
All Filings in DOCU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,210 | 500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,149 | 425 | Shares | Sole | 2026-05-06 | |
| 2024-12-31 | $2,248 | 25 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,352 | 360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,260 | 360 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,438 | 360 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,780 | 400 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,650 | 825 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $28,099 | 550 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $36,437 | 625 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $74,817 | 1,350 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,429 | 700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,517 | 375 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,925 | 130 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,436 | 16 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||