Position in DOCU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,432,774
-$1,751,330 QoQ
Shares Held
257,379
-7.4% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 669 holders
Holding Since
Mar 2020
26 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
$0
CallShares
0
PutValue
$1,554,700
PutShares
35,000
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, 2026CITIGROUP INC holds $4,375,827,739 across 152 Software - Application names. DOCU ranks #40 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,875,801 | $607,182,982 | |
| 2 | WDAY |
Workday, Inc.
|
3,062,575 | $374,920,429 | |
| 3 | UBER |
Uber Technologies, Inc
|
4,503,851 | $324,997,886 | |
| 4 | DDOG |
Datadog, Inc.
|
1,137,436 | $296,142,835 | |
| 5 | INTU |
Intuit Inc.
|
1,004,183 | $262,091,763 | |
| 6 | ADBE |
Adobe Inc.
|
1,222,516 | $250,640,228 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,470,429 | $245,264,190 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
649,117 | $243,626,592 |
All Filings in DOCU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,432,774 | 257,379 | Shares | Defined | 2026-08-03 | |
| 2026-06-30 | $1,554,700 | 35,000 | Put | Defined | 2026-08-03 | |
| 2026-03-31 | $13,184,104 | 278,087 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $16,000,947 | 233,932 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,686,693 | 148,241 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $12,282,395 | 157,689 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $22,071,526 | 271,149 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $26,956,635 | 299,718 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $24,305,749 | 391,460 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,111,791 | 618,912 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $24,069,452 | 404,189 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $1,191,000 | 20,000 | Call | Defined | 2024-05-10 | |
| 2023-12-31 | $15,602,888 | 262,454 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,678,412 | 349,486 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $3,959,475 | 77,500 | Call | Defined | 2023-08-10 | |
| 2023-06-30 | $23,435,491 | 458,710 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,917,450 | 101,500 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $11,077,000 | 190,000 | Put | Defined | 2023-05-11 | |
| 2023-03-31 | $25,260,163 | 433,279 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,428,040 | 260,340 | Shares | Defined | 2023-02-09 | |
| 2022-12-31 | $13,267,548 | 239,400 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $15,157,370 | 273,500 | Put | Defined | 2023-02-09 | |
| 2022-09-30 | $31,490,459 | 588,937 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $14,169,550 | 265,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $35,524,816 | 619,115 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $5,738,000 | 100,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $2,897,690 | 50,500 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $856,960 | 8,000 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $13,925,600 | 130,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $68,724,012 | 641,561 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $87,054,301 | 571,560 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $17,805,039 | 116,900 | Call | Defined | 2022-02-10 | |
| 2021-12-31 | $17,165,337 | 112,700 | Put | Defined | 2022-02-10 | |
| 2021-09-30 | $30,093,567 | 116,900 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $162,434,980 | 630,987 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $52,747,407 | 204,900 | Put | Defined | 2021-11-10 | |
| 2021-06-30 | $73,526,910 | 263,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $135,638,134 | 485,167 | Shares | Defined | 2021-08-10 | |
| 2021-06-30 | $4,165,593 | 14,900 | Put | Defined | 2021-08-10 | |
| 2021-03-31 | $1,882,785 | 9,300 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $78,012,685 | 385,343 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,383,860 | 78,200 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $11,315,070 | 50,900 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $50,268,252 | 226,128 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $58,439,380 | 271,508 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $17,606,632 | 81,800 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $10,675,904 | 49,600 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $14,190,104 | 82,400 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $10,969,777 | 63,700 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $35,805,901 | 207,920 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||