Dakota Wealth Management

Position in DOCU — Docusign, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in DOCU

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$856,129

-$724,458 QoQ

Shares Held

18,058

-21.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. DOCU ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	30,088	$2,164,229
2	CRM	Salesforce, Inc.	9,666	$1,804,352
3	CDNS	Cadence Design Systems Inc	5,932	$1,648,324
4	ADBE	Adobe Inc.	3,704	$900,368
5	DOCU	Docusign, Inc. This page	18,058	$856,129
6	NOW	ServiceNow, Inc.	7,901	$826,049
7	SHOP	Shopify Inc.	6,440	$763,912
8	ADP	Automatic Data Processing Inc	3,556	$722,508

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$856,129	18,058	-21.9%	Shares	Defined	2026-05-07
2025-12-31	$1,580,587	23,108	-3.0%	Shares	Defined	2026-01-13
2025-09-30	$1,717,183	23,820	+4.7%	Shares	Defined	2025-11-10
2025-06-30	$1,771,374	22,742	+2.0%	Shares	Defined	2025-07-16
2025-03-31	$1,815,789	22,307	-0.3%	Shares	Defined	2025-05-02
2024-12-31	$2,011,777	22,368	+1.4%	Shares	Sole	2025-01-17
2024-09-30	$1,369,767	22,061	-4.2%	Shares	Sole	2024-10-23
2024-06-30	$1,231,677	23,022	+0.8%	Shares	Sole	2024-07-22
2024-03-31	$1,360,181	22,841	+2111.1%	Shares	Sole	2024-04-24
2020-12-31	$229,635	1,033	-81.2%	Shares	Sole	2021-02-12
2020-03-31	$508,569	5,504	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.