IMA Advisory Services, Inc.

Position in DOCU — Docusign, Inc.

CIK 1455495 DENVER, CO

Position in DOCU

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$674,027

-$313,532 QoQ

Shares Held

14,217

-1.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

IMA Advisory Services, Inc. holds $7,520,025 across 29 Software - Application names. DOCU ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	33,892	$4,000,950
2	CRM	Salesforce, Inc.	6,043	$1,128,046
3	ADP	Automatic Data Processing Inc	3,763	$764,566
4	OTEX	Open Text Corp	32,771	$728,827
5	DOCU	Docusign, Inc. This page	14,217	$674,027
6	UBER	Uber Technologies, Inc	1,983	$142,637
7	WDAY	Workday, Inc.	200	$25,984
8	INTU	Intuit Inc.	24	$10,377

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$674,027	14,217	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$987,559	14,438	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$1,052,802	14,604	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$1,138,362	14,615	+17.2%	Shares	Sole	2025-08-08
2025-03-31	$1,015,220	12,472	-10.5%	Shares	Sole	2025-05-06
2024-12-31	$1,252,954	13,931	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$885,713	14,265	+37.8%	Shares	Sole	2024-11-14
2023-09-30	$434,658	10,349	-1.4%	Shares	Sole	2023-11-28
2023-06-30	$536,393	10,499	+6.3%	Shares	Sole	2023-08-15
2023-03-31	$575,829	9,877	+4.6%	Shares	Sole	2023-05-16
2022-12-31	$523,386	9,444	-69.2%	Shares	Sole	2023-02-16
2022-09-30	$1,637,358	30,622	-8.8%	Shares	Sole	2022-11-15
2022-06-30	$1,926,131	33,568	+26.9%	Shares	Sole	2022-08-18
2022-03-31	$2,833,324	26,450	+20.4%	Shares	Sole	2022-06-13
2021-12-31	$3,345,641	21,966	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.