Creative Planning

Position in DOCU — Docusign, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to DOCU Full portfolio

Position in DOCU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,024,910

+$1,235,409 QoQ

Shares Held

248,197

+20.2% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#82

of 669 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DOCU Over Time

Shares Held

Position Value (USD)

Derivatives in DOCU

reported options exposure · as of Sep 30, 2023

CallValue

$433

CallShares

2,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. DOCU ranks #20 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

All Filings in DOCU

Export CSV

45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,024,910	248,197	+20.2%	Shares	Defined	2026-08-13
2026-03-31	$9,789,501	206,486	+336.7%	Shares	Sole	2026-05-12
2025-12-31	$3,233,815	47,278	+56.5%	Shares	Sole	2026-02-17
2025-09-30	$2,177,478	30,205	+32.0%	Shares	Sole	2025-11-14
2025-06-30	$1,782,356	22,883	-18.9%	Shares	Sole	2025-08-08
2025-03-31	$2,296,375	28,211	+43.8%	Shares	Sole	2025-05-15
2024-12-31	$1,764,892	19,623	+35.8%	Shares	Defined	2025-02-14
2024-09-30	$897,386	14,453	+5.6%	Shares	Defined	2024-10-11
2024-06-30	$732,254	13,687	+9.2%	Shares	Sole	2024-08-15
2024-03-31	$746,161	12,530	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$742,114	12,483	-23.3%	Shares	Sole	2024-02-14
2023-09-30	$433	2,500	0.0%	Call	Sole	2023-11-16
2023-09-30	$683,508	16,274	-0.5%	Shares	Sole	2023-11-16
2023-06-30	$6,818	2,500	0.0%	Call	Sole	2023-07-21
2023-06-30	$835,729	16,358	-12.6%	Shares	Sole	2023-07-21
2023-03-31	$1,091,550	18,723	-2.6%	Shares	Sole	2023-05-15
2023-03-31	$23,750	2,500	0.0%	Call	Sole	2023-05-15
2022-12-31	$1,065,726	19,230	-24.0%	Shares	Sole	2023-02-10
2022-12-31	$55,420	1,000	0.0%	Put	Sole	2023-02-10
2022-12-31	$115,590	2,500	0.0%	Call	Sole	2023-02-10
2022-09-30	$53,470	1,000	0.0%	Put	Sole	2022-11-03
2022-09-30	$111,940	2,500	0.0%	Call	Sole	2022-11-03
2022-09-30	$1,352,470	25,294	-2.4%	Shares	Sole	2022-11-03
2022-06-30	$143,450	2,500	+400.0%	Call	Sole	2022-08-15
2022-06-30	$57,380	1,000	0.0%	Put	Sole	2022-08-15
2022-06-30	$1,486,543	25,907	+44.6%	Shares	Sole	2022-08-15
2022-03-31	$1,918,733	17,912	+18.7%	Shares	Sole	2022-05-16
2022-03-31	$6,000	1,000	+233.3%	Put	Sole	2022-05-16
2022-03-31	$53,560	500	+400.0%	Call	Sole	2022-05-16
2021-12-31	$2,298,510	15,091	-18.2%	Shares	Sole	2022-02-11
2021-09-30	$4,750,098	18,452	-10.4%	Shares	Sole	2021-11-10
2021-09-30	$1,000	100	-99.7%	Call	Sole	2021-11-10
2021-06-30	$5,757,743	20,595	-36.5%	Shares	Sole	2021-08-04
2021-03-31	$6,564,238	32,424	+14.8%	Shares	Sole	2021-04-30
2021-03-31	$60,735	300	-70.0%	Put	Sole	2021-04-30
2021-03-31	$903,450	33,300	+0.3%	Call	Sole	2021-04-30
2020-12-31	$1,588,990	33,200	+1975.0%	Call	Sole	2021-01-29
2020-12-31	$6,280,864	28,254	+14.9%	Shares	Sole	2021-01-29
2020-09-30	$5,294,473	24,598	+39.2%	Shares	Sole	2020-11-05
2020-09-30	$215,240	1,000	—	Put	Sole	2020-11-05
2020-09-30	$286,812	1,600	+220.0%	Call	Sole	2020-11-05
2020-06-30	$3,042,434	17,667	+243.4%	Shares	Sole	2020-07-23
2020-06-30	$7,000	500	-37.5%	Call	Sole	2020-07-23
2020-03-31	$475,305	5,144	—	Shares	Sole	2020-05-05
2020-03-31	$3,000	800	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.