Essex Financial Services, Inc.

Position in DOCU — Docusign, Inc.

CIK 1315785 ESSEX, CT

Position in DOCU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$316,003

+$6,132 QoQ

Shares Held

7,114

+8.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#388

of 669 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,712,015 across 15 Software - Application names. DOCU ranks #9 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	8,498	$2,875,638
2	ADBE	Adobe Inc.	7,816	$1,602,436
3	ADP	Automatic Data Processing Inc	6,362	$1,424,769
4	UBER	Uber Technologies, Inc	13,970	$1,008,075
5	PAYX	Paychex Inc	8,925	$877,595
6	SHOP	Shopify Inc.	5,676	$648,085
7	ZM	Zoom Communications, Inc.	6,255	$539,869
8	CRM	Salesforce, Inc.	2,201	$344,808

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,003	7,114	+8.8%	Shares	Defined	2026-08-10
2026-03-31	$309,871	6,536	+3.2%	Shares	Defined	2026-04-24
2025-12-31	$433,245	6,334	+7.2%	Shares	Defined	2026-02-10
2025-09-30	$426,051	5,910	-9.1%	Shares	Defined	2025-11-07
2025-06-30	$506,207	6,499	-0.9%	Shares	Defined	2025-07-16
2025-03-31	$533,902	6,559	-3.2%	Shares	Defined	2025-04-25
2024-12-31	$609,433	6,776	+1.4%	Shares	Defined	2025-01-29
2024-09-30	$414,885	6,682	-2.4%	Shares	Defined	2024-10-24
2024-06-30	$366,261	6,846	+90.0%	Shares	Defined	2024-08-09
2024-03-31	$214,618	3,604	+41.6%	Shares	Sole	2024-04-24
2022-03-31	$272,620	2,545	-12.2%	Shares	Sole	2022-04-21
2021-12-31	$441,242	2,897	+149.3%	Shares	Sole	2022-02-11
2021-09-30	$299,133	1,162	-10.0%	Shares	Sole	2021-11-10
2021-06-30	$360,924	1,291	0.0%	Shares	Sole	2021-07-30
2021-03-31	$261,362	1,291	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.