Patriot Financial Group Insurance Agency, LLC

Insurance

Position in DOCU — Docusign, Inc.

CIK 1694883 Westborough, MA

Back to DOCU Full portfolio

Position in DOCU

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$584,375

+$313,173 QoQ

Shares Held

12,326

+227.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 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, 2026

CallValue

$94,820

CallShares

2,000

PutValue

PutShares

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, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	16,749	$1,208,607
2	NOW	ServiceNow, Inc.	9,177	$911,092
3	INTU	Intuit Inc.	1,813	$473,193
4	ADBE	Adobe Inc.	2,281	$467,650
5	ADP	Automatic Data Processing Inc	1,552	$347,570

All Filings in DOCU

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$584,375	12,326	+227.6%	Shares	Sole	2026-04-22
2026-03-31	$94,820	2,000	+185.7%	Call	Sole	2026-04-22
2025-09-30	$271,202	3,762	-63.1%	Shares	Sole	2025-10-08
2025-06-30	$794,244	10,197	+4.9%	Shares	Sole	2025-07-21
2025-03-31	$791,126	9,719	+34.9%	Shares	Sole	2025-04-14
2024-12-31	$62,958	700	-82.5%	Call	Sole	2025-01-22
2024-12-31	$647,747	7,202	-21.8%	Shares	Sole	2025-01-22
2024-09-30	$248,360	4,000	—	Call	Sole	2024-10-24
2024-09-30	$571,910	9,211	+51072.2%	Shares	Sole	2024-10-24
2022-06-30	$1,032	18	-90.3%	Shares	Sole	2022-07-29
2022-03-31	$19,817	185	-12.3%	Shares	Sole	2022-05-11
2021-12-31	$32,137	211	+13.4%	Shares	Sole	2022-01-10
2021-09-30	$47,881	186	-90.6%	Shares	Sole	2021-11-24
2021-06-30	$555,226	1,986	+514.9%	Shares	Sole	2021-07-30
2021-03-31	$65,391	323	0.0%	Shares	Sole	2021-04-29
2020-12-31	$71,802	323	-55.3%	Shares	Sole	2021-01-15
2020-09-30	$155,618	723	+92.8%	Shares	Sole	2020-10-21
2020-06-30	$64,578	375	+87.5%	Shares	Sole	2020-07-10
2020-03-31	$18,480	200	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.