Question 1

Does EP Wealth Advisors own DOCU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 8,656 shares of DOCU (DocuSign), worth $384,509.

Question 2

How many shares of DOCU does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 8,656 shares of DOCU (DocuSign).

Question 3

What is EP Wealth Advisors' DOCU position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' DOCU position is worth $384,509.

Question 4

Is EP Wealth Advisors buying or selling DOCU?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its DOCU position by 790 shares (+10.0%).

Question 5

When did EP Wealth Advisors first buy DOCU?

Accepted Answer

EP Wealth Advisors first reported DOCU in its Q2 2019 13F and has listed it in 16 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	8,656	+10.0%	$384,509	0.0%	$44.42	26
2026-Q1	Decreased	7,866	-26.8%	$372,937	0.0%	$47.41	0
2025-Q4	Increased	10,738	+307.5%	$734,479	0.0%	$68.40	40
2025-Q2	New	2,635	—	$205,240	0.0%	$77.89	32
2024-Q4	Exited	0	-100.0%	$0	0.0%	$89.94	0
2024-Q3	New	3,308	—	$205,394	0.0%	$62.09	32