Lifestyle Asset Management, Inc.

Position in DOCU — Docusign, Inc.

CIK 1845675 Friendswood, TX

Position in DOCU

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

Position Value

$1,684,895

+$243,394 QoQ

Shares Held

37,931

+24.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#210

of 669 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $5,775,610 across 5 Software - Application names. DOCU ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,453	$1,733,034
2	DOCU	Docusign, Inc. This page	37,931	$1,684,895
3	PEGA	Pegasystems Inc	55,750	$1,670,827
4	PCTY	Paylocity Holding Corp	3,422	$357,701
5	ADSK	Autodesk, Inc.	1,693	$329,153

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,684,895	37,931	+24.8%	Shares	Sole	2026-07-20
2026-03-31	$1,441,501	30,405	+50.9%	Shares	Sole	2026-04-10
2025-12-31	$1,378,123	20,148	+15.2%	Shares	Sole	2026-02-11
2025-09-30	$1,261,286	17,496	+33.8%	Shares	Sole	2025-10-09
2025-06-30	$1,018,567	13,077	+8.6%	Shares	Sole	2025-07-09
2025-03-31	$979,811	12,037	-1.1%	Shares	Sole	2025-04-10
2024-12-31	$1,094,749	12,172	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.