13F

Position

Creative Planning in Docusign, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$992.3K$68.40$47.41

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202547.3K$3.23M0.0%
Q1 2026206.5K$9.79M$47.41−$992.3K$7.55M0.0%