COLDSTREAM CAPITAL MANAGEMENT INC

Position in DOCU — Docusign, Inc.

CIK 1082339 BELLEVUE, WA

Position in DOCU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$279,908

+$13,832 QoQ

Shares Held

5,904

+51.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Technology · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $33,380,103 across 28 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	40,061	$6,275,955
2	NOW	ServiceNow, Inc.	29,063	$2,885,374
3	CDNS	Cadence Design Systems Inc	7,601	$2,852,807
4	ADP	Automatic Data Processing Inc	11,260	$2,521,676
5	DDOG	Datadog, Inc.	8,288	$2,157,863
6	UBER	Uber Technologies, Inc	29,094	$2,099,423
7	PAYX	Paychex Inc	15,592	$1,533,160
8	INTU	Intuit Inc.	5,787	$1,510,407

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,908	5,904	+51.8%	Shares	Sole	2026-05-08
2025-12-31	$266,076	3,890	-6.2%	Shares	Sole	2026-02-09
2025-09-30	$298,957	4,147	+21.1%	Shares	Sole	2025-11-19
2025-06-30	$266,695	3,424	+13.6%	Shares	Sole	2025-08-12
2025-03-31	$245,421	3,015	+119.3%	Shares	Sole	2025-05-13
2021-12-31	$209,426	1,375	+3.6%	Shares	Sole	2022-02-11
2021-09-30	$341,609	1,327	+31.3%	Shares	Sole	2021-11-12
2021-06-30	$282,645	1,011	-23.8%	Shares	Sole	2021-08-16
2021-03-31	$268,651	1,327	0.0%	Shares	Sole	2021-06-16
2020-12-31	$294,992	1,327	+3.8%	Shares	Sole	2021-02-16
2020-09-30	$275,291	1,279	-73.6%	Shares	Sole	2020-11-16
2020-06-30	$835,562	4,852	-4.3%	Shares	Sole	2020-08-12
2020-03-31	$468,468	5,070	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.