Corient IA LLC

Position in DOCU — Docusign, Inc.

CIK 2058426 MIAMI, FL

Position in DOCU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$99,056

-$6,668 QoQ

Shares Held

2,230

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#481

of 669 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Corient IA LLC holds $1,165,664 across 5 Software - Application names. DOCU ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,320	$493,257
2	CRM	Salesforce, Inc.	1,620	$253,789
3	DDOG	Datadog, Inc.	890	$231,720
4	DOCU	Docusign, Inc. This page	2,230	$99,056
5	SAP	Sap SE	570	$87,842

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,056	2,230	0.0%	Shares	Sole	2026-08-12
2026-03-31	$105,724	2,230	-10.8%	Shares	Sole	2026-05-14
2025-03-31	$203,500	2,500	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.