EP Wealth Advisors, LLC

Position in DOCU — Docusign, Inc.

CIK 1540569 TORRANCE, CA

Position in DOCU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$384,499

+$11,572 QoQ

Shares Held

8,656

+10.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#357

of 669 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. DOCU ranks #25 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	271,679	$69,142,305
2	ADP	Automatic Data Processing Inc	152,174	$34,079,367
3	CRM	Salesforce, Inc.	133,602	$20,930,089
4	SSNC	SS&C Technologies Holdings Inc	97,461	$6,047,455
5	UBER	Uber Technologies, Inc	81,136	$5,854,773
6	NOW	ServiceNow, Inc.	48,414	$4,806,541
7	CDNS	Cadence Design Systems Inc	11,383	$4,272,267
8	INTU	Intuit Inc.	13,119	$3,424,059

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,499	8,656	+10.0%	Shares	Sole	2026-08-12
2026-03-31	$372,927	7,866	-26.7%	Shares	Sole	2026-05-14
2025-12-31	$734,479	10,738	+307.5%	Shares	Sole	2026-02-18
2025-06-30	$205,240	2,635	-20.3%	Shares	Sole	2025-08-14
2024-09-30	$205,393	3,308	-19.3%	Shares	Sole	2024-11-15
2021-12-31	$624,014	4,097	+13.2%	Shares	Sole	2022-02-17
2021-09-30	$931,381	3,618	-12.3%	Shares	Sole	2021-11-23
2021-06-30	$1,153,226	4,125	-1.1%	Shares	Sole	2021-08-24
2021-03-31	$844,621	4,172	-22.4%	Shares	Sole	2021-05-17
2020-12-31	$1,195,529	5,378	+0.1%	Shares	Sole	2021-02-18
2020-09-30	$1,155,838	5,370	-11.6%	Shares	Sole	2020-11-17
2020-06-30	$1,046,003	6,074	-13.4%	Shares	Sole	2020-08-14
2020-03-31	$648,001	7,013	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.