Sector: saas
Conviction from: NASDAQCitrini
Provides cloud-based electronic-signature and agreement-management software that lets organizations prepare, sign, and manage contracts and documents digitally.
2 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 48 — mean of 2 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 42 | Trimmed -13% | 347 | $16,451 | 0.0% |
| Bridgewater | 55 | Trimmed -80% | 132,778 | $6,295,005 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |