Orion Porfolio Solutions, LLC

Position in DOCU — Docusign, Inc.

CIK 1360533 OMAHA, NE

Position in DOCU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$962,936

+$451,762 QoQ

Shares Held

21,678

+101.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#258

of 669 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $99,490,223 across 44 Software - Application names. DOCU ranks #25 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	68,031	$10,657,736
2	NOW	ServiceNow, Inc.	84,025	$8,342,002
3	PAYX	Paychex Inc	65,946	$6,484,470
4	UBER	Uber Technologies, Inc	86,931	$6,272,940
5	INTU	Intuit Inc.	17,997	$4,697,217
6	ADP	Automatic Data Processing Inc	20,356	$4,558,726
7	ADBE	Adobe Inc.	21,660	$4,440,733
8	CDNS	Cadence Design Systems Inc	11,814	$4,434,030

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$962,936	21,678	+101.1%	Shares	Sole	2026-08-14
2026-03-31	$511,174	10,782	-32.2%	Shares	Sole	2026-05-13
2025-12-31	$1,087,902	15,905	-18.4%	Shares	Sole	2026-02-12
2025-09-30	$1,405,394	19,495	-18.2%	Shares	Sole	2025-11-12
2025-06-30	$1,856,274	23,832	+50.8%	Shares	Sole	2025-08-27
2025-03-31	$1,286,201	15,801	+32.4%	Shares	Sole	2025-08-01
2024-12-31	$1,072,984	11,930	-56.4%	Shares	Sole	2025-08-01
2023-06-30	$1,397,975	27,363	-1.6%	Shares	Sole	2025-07-31
2023-03-31	$1,621,614	27,815	+753.7%	Shares	Sole	2025-07-31
2021-12-31	$496,225	3,258	-22.4%	Shares	Sole	2022-02-08
2021-09-30	$1,081,206	4,200	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,174,194	4,200	+94.6%	Shares	Sole	2021-08-03
2021-03-31	$436,887	2,158	+122.2%	Shares	Sole	2021-05-12
2020-09-30	$208,998	971	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.