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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overviewAll 13F holders of DOCUFull Q2 2026 holdings

Shares (Q2 2026)
248,197
Value
$11.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOCU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026248,197$11.0M<0.1%+41,711+20.2%AddedHolders
Q1 2026206,486$9.79M<0.1%+159,208+336.7%AddedHolders
Q4 202547,278$3.23M<0.1%+17,073+56.5%AddedHolders
Q3 202530,205$2.18M<0.1%+7,322+32.0%AddedHolders
Q2 202522,883$1.78M<0.1%−5,328−18.9%ReducedHolders
Q1 202528,211$2.30M<0.1%+8,588+43.8%AddedHolders
Q4 202419,623$1.76M<0.1%+5,170+35.8%AddedHolders
Q3 202414,453$897.4K<0.1%+766+5.6%AddedHolders
Q2 202413,687$732.3K<0.1%+1,157+9.2%AddedHolders
Q1 202412,530$746.2K<0.1%+47+0.4%AddedHolders
Q4 202312,483$742.1K<0.1%−3,791−23.3%ReducedHolders
Q3 202316,274$683.5K<0.1%−84−0.5%ReducedHolders
Q2 202316,358$835.7K<0.1%−2,365−12.6%ReducedHolders
Q1 202318,723$1.09M<0.1%−507−2.6%ReducedHolders
Q4 202219,230$1.07M<0.1%−6,064−24.0%ReducedHolders
Q3 202225,294$1.35M<0.1%−613−2.4%ReducedHolders
Q2 202225,907$1.49M<0.1%+7,995+44.6%AddedHolders
Q1 202217,912$1.92M<0.1%+2,821+18.7%AddedHolders
Q4 202115,091$2.30M<0.1%−3,361−18.2%ReducedHolders
Q3 202118,452$4.75M<0.1%−2,143−10.4%ReducedHolders
Q2 202120,595$5.76M<0.1%−11,829−36.5%ReducedHolders
Q1 202132,424$6.56M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.