Global Retirement Partners, LLC
PensionPosition in DOCU — Docusign, Inc.
CIK 1749744
San Rafael, CA
Position in DOCU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,878
-$137,456 QoQ
Shares Held
1,348
-53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 669 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Jun 30, 2025CallValue
$77,890
CallShares
1,000
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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. DOCU ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in DOCU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,878 | 1,348 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $197,334 | 2,885 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $193,561 | 2,685 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $77,890 | 1,000 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $208,199 | 2,673 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $202,634 | 2,253 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $65,504 | 1,055 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $36,861 | 689 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $41,565 | 698 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $39,534 | 665 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $26,838 | 639 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,544 | 637 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $39,177 | 672 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $15,018 | 271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,508 | 795 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,205 | 265 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $55,166 | 515 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $78,001 | 303 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $73,526 | 263 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $59,317 | 293 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $55,575 | 250 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $33,362 | 155 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $21,526 | 125 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,702 | 105 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||