Dakota Wealth Management

Position in DOCU — Docusign, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in DOCU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$780,148

-$75,981 QoQ

Shares Held

17,563

-2.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#284

of 674 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. DOCU ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	54,493	$12,203,707
2	CRM	Salesforce, Inc.	58,961	$9,236,830
3	PAYX	Paychex Inc	47,839	$4,704,008
4	UBER	Uber Technologies, Inc	46,392	$3,347,646
5	CDNS	Cadence Design Systems Inc	5,741	$2,154,712
6	CVLT	Commvault Systems Inc	5,946	$842,726
7	DT	Dynatrace, Inc.	18,409	$808,339
8	DOCU	Docusign, Inc. This page	17,563	$780,148

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,148	17,563	-2.7%	Shares	Defined	2026-08-07
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.