Concorde Asset Management, LLC

Position in DOCU — Docusign, Inc.

CIK 1631773 ANN ARBOR, MI

Position in DOCU

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$224,942

-$8,220 QoQ

Shares Held

5,064

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#437

of 669 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Concorde Asset Management, LLC holds $847,488 across 3 Software - Application names. DOCU ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	6,401	$461,896
2	DOCU	Docusign, Inc. This page	5,064	$224,942
3	SOUN	Soundhound Ai, Inc.	24,830	$160,650

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,942	5,064	+3.0%	Shares	Sole	2026-08-18
2026-03-31	$233,162	4,918	-52.9%	Shares	Sole	2026-06-01
2025-12-31	$714,780	10,450	-32.0%	Shares	Sole	2026-02-13
2025-09-30	$1,108,455	15,376	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.