Position in DOCU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,180
-$80,423 QoQ
Shares Held
5,317
-20.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#428
of 669 holders
Holding Since
Mar 2020
12 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 Jun 30, 2026CallValue
$44,420
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, 2026Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. DOCU ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
159,935 | $11,540,908 | |
| 2 | PAYX |
Paychex Inc
|
97,779 | $9,614,608 | |
| 3 | CRM |
Salesforce, Inc.
|
50,708 | $7,943,914 | |
| 4 | ADBE |
Adobe Inc.
|
24,288 | $4,979,525 | |
| 5 | NOW |
ServiceNow, Inc.
|
45,084 | $4,475,939 | |
| 6 | RNG |
RingCentral, Inc.
|
109,456 | $4,266,594 | |
| 7 | SNOW |
Snowflake Inc.
|
12,002 | $3,054,508 | |
| 8 | OTEX |
Open Text Corp
|
134,544 | $2,980,148 |
All Filings in DOCU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,420 | 1,000 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $236,180 | 5,317 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $316,603 | 6,678 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $47,410 | 1,000 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $68,400 | 1,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $1,073,674 | 15,697 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,268,135 | 17,591 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $21,627 | 300 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $1,319,845 | 16,945 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $23,367 | 300 | Call | Sole | 2025-08-04 | |
| 2021-09-30 | $167,844 | 652 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $196,537 | 703 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $136,248 | 673 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $348,788 | 1,569 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $147,439 | 685 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $67,334 | 391 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $35,851 | 388 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||