Question 1

How many shares of DOCU does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 8,656 shares of DOCU (DOCUSIGN INC).

Question 2

What is EP Wealth Advisors, LLC's DOCU position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's DOCU position is worth $384,509.

Question 3

Is EP Wealth Advisors, LLC buying or selling DOCU?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their DOCU position (+10.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy DOCU?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in DOCU in 2024-Q3. They have held the position across 18 quarters.

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%	$46.74	0
2025-Q4	Increased	10,738	+307.5%	$734,479	0.0%	$69.08	40
2025-Q2	New	2,635	—	$205,240	0.0%	$76.47	32
2024-Q4	Exited	0	-100.0%	$0	0.0%	$91.70	0
2024-Q3	New	3,308	—	$205,394	0.0%	$61.67	32