Garden State Investment Advisory Services LLC
Position in DOCU — Docusign, Inc.
CIK 1965351
Red Bank, NJ
Position in DOCU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$229,962
+$18,812 QoQ
Shares Held
5,177
+67.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#434
of 669 holders
Holding Since
Jun 2023
9 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 Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$160,515
PutShares
2,700
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, 2026Garden State Investment Advisory Services LLC holds $3,773,923 across 8 Software - Application names. DOCU ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,416 | $1,617,538 | |
| 2 | CRM |
Salesforce, Inc.
|
4,430 | $694,003 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,606 | $457,283 | |
| 4 | MSTR |
Strategy Inc
|
2,952 | $256,617 | |
| 5 | DOCU |
Docusign, Inc.
This page
|
5,177 | $229,962 | |
| 6 | INTU |
Intuit Inc.
|
771 | $201,231 | |
| 7 | SHOP |
Shopify Inc.
|
1,662 | $189,767 | |
| 8 | ADBE |
Adobe Inc.
|
622 | $127,522 |
All Filings in DOCU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,962 | 5,177 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $211,150 | 3,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $218,288 | 3,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,850 | 3,028 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,060 | 2,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $205,602 | 2,286 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $160,515 | 2,700 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $164,795 | 2,772 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $234,444 | 5,582 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $121,800 | 2,900 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $148,161 | 2,900 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $231,539 | 4,532 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||