TRED AVON FAMILY WEALTH, LLC

Position in DOCU — Docusign, Inc.

CIK 2094435 EASTON, MD

Position in DOCU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$302,677

+$9,873 QoQ

Shares Held

6,814

+10.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#397

of 669 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,634,794 across 6 Software - Application names. DOCU ranks #6 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,256	$666,744
2	UBER	Uber Technologies, Inc	7,656	$552,456
3	ADP	Automatic Data Processing Inc	1,896	$424,609
4	FICO	Fair Isaac Corp	305	$364,407
5	INTU	Intuit Inc.	1,241	$323,901
6	DOCU	Docusign, Inc. This page	6,814	$302,677

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,677	6,814	+10.3%	Shares	Sole	2026-08-10
2026-03-31	$292,804	6,176	+3.6%	Shares	Sole	2026-04-22
2025-12-31	$407,732	5,961	-8.6%	Shares	Sole	2026-01-27
2025-09-30	$470,243	6,523	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.