WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in DOCU — Docusign, Inc.

CIK 1632972 PLYMOUTH, MN

Position in DOCU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,173,997

+$1,568,230 QoQ

Shares Held

116,479

+53.2% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#120

of 669 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. DOCU ranks #19 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	501,815	$49,820,193
2	INTU	Intuit Inc.	161,048	$42,033,528
3	ADP	Automatic Data Processing Inc	175,697	$39,347,343
4	CRM	Salesforce, Inc.	163,367	$25,593,074
5	SNOW	Snowflake Inc.	97,262	$24,753,179
6	ADSK	Autodesk, Inc.	104,658	$20,347,608
7	ADBE	Adobe Inc.	98,678	$20,230,963
8	SHOP	Shopify Inc.	164,440	$18,775,759

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,173,997	116,479	+53.2%	Shares	Sole	2026-07-15
2026-03-31	$3,605,767	76,055	+123.1%	Shares	Sole	2026-04-08
2025-12-31	$2,331,550	34,087	-80.9%	Shares	Sole	2026-01-08
2025-09-30	$12,846,942	178,207	+90.8%	Shares	Sole	2025-10-29
2025-06-30	$7,275,159	93,403	-13.7%	Shares	Sole	2025-07-10
2025-03-31	$8,810,084	108,232	+528.7%	Shares	Sole	2025-04-16
2024-12-31	$1,548,317	17,215	+17.9%	Shares	Sole	2025-03-17
2024-09-30	$906,700	14,603	+77.8%	Shares	Sole	2024-10-24
2024-06-30	$439,395	8,213	+55.3%	Shares	Sole	2024-07-16
2024-03-31	$314,900	5,288	-19.3%	Shares	Sole	2024-04-15
2023-12-31	$389,754	6,556	-21.2%	Shares	Sole	2024-01-30
2023-09-30	$349,230	8,315	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.