Selective Wealth Management, Inc.

Position in DOCU — Docusign, Inc.

CIK 1755670 FOREST, VA

Position in DOCU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,008,077

-$278,384 QoQ

Shares Held

67,719

-2.3% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

4.18%

of 13F equity value

Holder Rank

#160

of 669 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $8,234,528 across 4 Software - Application names. DOCU ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	19,237	$3,013,668
2	DOCU	Docusign, Inc. This page	67,719	$3,008,077
3	NOW	ServiceNow, Inc.	19,576	$1,943,505
4	PAR	Par Technology Corp	15,458	$269,278

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,008,077	67,719	-2.3%	Shares	Sole	2026-07-20
2026-03-31	$3,286,461	69,320	+69.8%	Shares	Sole	2026-04-30
2025-12-31	$2,792,840	40,831	-3.8%	Shares	Sole	2026-01-16
2025-09-30	$3,060,004	42,447	-5.0%	Shares	Sole	2025-10-10
2025-06-30	$3,479,579	44,673	-3.5%	Shares	Sole	2025-07-10
2025-03-31	$3,768,413	46,295	-3.0%	Shares	Sole	2025-04-14
2024-12-31	$4,294,635	47,750	-11.3%	Shares	Sole	2025-01-15
2024-09-30	$3,343,484	53,849	-11.5%	Shares	Sole	2024-10-09
2024-06-30	$3,257,026	60,879	-3.2%	Shares	Sole	2024-07-10
2024-03-31	$3,744,504	62,880	-6.9%	Shares	Sole	2024-04-11
2023-12-31	$4,015,788	67,549	-14.6%	Shares	Sole	2024-01-05
2023-09-30	$3,322,914	79,117	-9.5%	Shares	Sole	2023-10-10
2023-06-30	$4,468,535	87,464	-6.8%	Shares	Sole	2023-07-11
2022-12-31	$5,199,836	93,826	-20.0%	Shares	Sole	2023-01-23
2022-09-30	$6,274,490	117,346	-10.6%	Shares	Sole	2022-10-21
2022-06-30	$7,528,485	131,204	-2.3%	Shares	Sole	2022-07-28
2022-03-31	$14,391,143	134,346	+64.9%	Shares	Sole	2022-04-20
2021-12-31	$12,407,324	81,461	+168.9%	Shares	Sole	2022-01-18
2021-09-30	$7,799,356	30,297	+4561.1%	Shares	Sole	2021-10-27
2021-06-30	$181,720	650	-10.0%	Shares	Sole	2021-08-04
2020-09-30	$155,403	722	0.0%	Shares	Sole	2020-10-21
2020-06-30	$124,335	722	0.0%	Shares	Sole	2020-07-15
2020-03-31	$66,712	722	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.