Chicago Partners Investment Group LLC

Position in DOCU — Docusign, Inc.

CIK 1563525 CHICAGO, IL

Position in DOCU

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,430,679

+$400,413 QoQ

Shares Held

32,208

+48.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#226

of 669 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $44,447,725 across 46 Software - Application names. DOCU ranks #15 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	12,797	$3,340,017
2	SNOW	Snowflake Inc.	9,563	$2,433,783
3	PAYX	Paychex Inc	22,187	$2,181,647
4	ZM	Zoom Communications, Inc.	22,669	$1,956,561
5	ADP	Automatic Data Processing Inc	8,237	$1,844,676
6	TEAM	Atlassian Corp	23,546	$1,831,643
7	DDOG	Datadog, Inc.	6,702	$1,744,932
8	SHOP	Shopify Inc.	15,276	$1,744,213

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,430,679	32,208	+48.2%	Shares	Sole	2026-07-30
2026-03-31	$1,030,266	21,731	+191.2%	Shares	Sole	2026-05-04
2025-12-31	$510,469	7,463	+3.4%	Shares	Sole	2026-01-28
2025-09-30	$520,273	7,217	+74.5%	Shares	Sole	2025-10-30
2025-06-30	$322,075	4,135	+38.7%	Shares	Sole	2025-07-29
2025-03-31	$242,653	2,981	+105.3%	Shares	Sole	2025-05-09
2021-09-30	$373,788	1,452	-6.4%	Shares	Sole	2021-11-12
2021-06-30	$433,613	1,551	-31.1%	Shares	Sole	2021-08-02
2021-03-31	$455,512	2,250	+14.3%	Shares	Sole	2021-04-28
2020-12-31	$437,486	1,968	+11.2%	Shares	Sole	2021-01-27
2020-09-30	$380,974	1,770	-0.1%	Shares	Sole	2020-11-06
2020-06-30	$304,983	1,771	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.