To clarify DOCU was a 20% position for me, now it is 10%. While the number of reviews is small as a percentage of their customers, it made me wonder if they have as much pricing power as I thought. I still have enough of a stake to do well if they do, and I could add back if they do better than my other holdings.
Right now I am considering adding to ZS, LSPD, UPST AND/OR DDOG.
As always we need to do what we are comfortable with after research.
Flygal