Forum Financial Management, LP

Position in DOCU — Docusign, Inc.

CIK 1911832 LOMBARD, IL

Position in DOCU

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$206,707

-$342,887 QoQ

Shares Held

4,360

-45.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $2,020,718 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,667	$597,274
2	ADBE	Adobe Inc.	2,444	$501,068
3	SHOP	Shopify Inc.	3,421	$390,609
4	CRM	Salesforce, Inc.	2,289	$358,594
5	BZAI	Blaize Holdings, Inc.	125,488	$173,173

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$206,707	4,360	-45.7%	Shares	Sole	2026-04-23
2025-12-31	$549,594	8,035	-1.4%	Shares	Sole	2026-01-27
2025-09-30	$587,389	8,148	-3.3%	Shares	Sole	2025-10-24
2025-06-30	$655,989	8,422	-2.1%	Shares	Sole	2025-07-30
2025-03-31	$700,609	8,607	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$773,484	8,600	—	Shares	Sole	2025-02-20
No filing history on record for this holder in this stock.