Position in DOCU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,675,860
-$2,073,863 QoQ
Shares Held
60,240
-39.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#175
of 669 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Derivatives in DOCU
reported options exposure · as of Jun 30, 2026CallValue
$66,630
CallShares
1,500
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, 2026OAK FAMILY ADVISORS, LLC holds $9,464,655 across 3 Software - Application names. DOCU ranks #2 (28.3% of the industry book) .
All Filings in DOCU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675,860 | 60,240 | Shares | Sole | 2026-07-20 | |
| 2026-06-30 | $66,630 | 1,500 | Call | Sole | 2026-07-20 | |
| 2026-03-31 | $4,749,723 | 100,184 | Shares | Sole | 2026-04-20 | |
| 2026-03-31 | $71,115 | 1,500 | Call | Sole | 2026-04-20 | |
| 2025-12-31 | $7,003,476 | 102,390 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,141,956 | 99,070 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,409,987 | 95,134 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,766,294 | 70,839 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $122,100 | 1,500 | Put | Sole | 2025-04-15 | |
| 2024-12-31 | $17,988 | 200 | Call | Sole | 2025-01-24 | |
| 2024-12-31 | $7,507,651 | 83,474 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,899,502 | 111,121 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,108,982 | 95,495 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,753,019 | 63,023 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,955,616 | 49,716 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $148,625 | 2,500 | Call | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||