Position in DOCU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,156,095
-$1,900,312 QoQ
Shares Held
116,076
-22.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
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 Dec 31, 2024CallValue
$7,572,948
CallShares
84,200
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, 2026HSBC HOLDINGS PLC holds $3,297,236,340 across 81 Software - Application names. DOCU ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,046,309 | $477,234,761 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,454,585 | $393,602,849 | |
| 3 | ADBE |
Adobe Inc.
|
1,738,757 | $356,479,956 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,515,451 | $349,013,967 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
600,179 | $225,259,179 | |
| 6 | ADP |
Automatic Data Processing Inc
|
978,008 | $219,024,888 | |
| 7 | ADSK |
Autodesk, Inc.
|
905,399 | $176,027,670 | |
| 8 | INTU |
Intuit Inc.
|
643,758 | $168,020,838 |
All Filings in DOCU
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,156,095 | 116,076 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,056,407 | 148,838 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $31,180,546 | 455,856 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $43,762,663 | 607,056 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,304,423 | 555,969 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,440,658 | 496,814 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,153,976 | 235,201 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $7,572,948 | 84,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,694,706 | 43,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $8,494,904 | 136,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,050 | 300 | Put | Defined | 2024-08-12 | |
| 2024-06-30 | $12,271,723 | 229,378 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,865 | 300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $20,045,302 | 336,613 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,616,299 | 212,217 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,484,004 | 106,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,981,359 | 117,075 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,260,952 | 107,392 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,593,589 | 173,107 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,251,543 | 154,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,611,359 | 150,076 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,542,288 | 135,757 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $1,735,344 | 16,200 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $6,960,567 | 45,700 | Call | Defined | 2022-02-11 | |
| 2021-12-31 | $72,769,451 | 477,772 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $53,308,500 | 350,000 | Put | Defined | 2022-02-11 | |
| 2021-09-30 | $26,479,506 | 102,861 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $1,184,178 | 4,600 | Call | Defined | 2021-11-12 | |
| 2021-06-30 | $6,234,411 | 22,300 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $28,568,697 | 102,188 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $73,322,933 | 362,178 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $50,612,500 | 250,000 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $29,359,160 | 132,070 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $37,667,000 | 175,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $19,929,286 | 92,591 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $9,704,550 | 56,353 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,673,640 | 18,113 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||