Trek Financial, LLC

Position in DOCU — Docusign, Inc.

CIK 1768195 Scottsdale, AZ

Position in DOCU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,628,557

New position

Shares Held

171,737

first reported quarter

Ownership

0.090%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#99

of 669 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trek Financial, LLC holds $23,175,245 across 5 Software - Application names. DOCU ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	63,726	$13,065,104
2	DOCU	Docusign, Inc. This page	171,737	$7,628,557
3	CRM	Salesforce, Inc.	12,678	$1,986,135
4	SAP	Sap SE	1,816	$279,863
5	INTU	Intuit Inc.	826	$215,586

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,628,557	171,737	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.