Rothwell Investment Advisors, LLC’s DocuSign DOCU Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.5K	Buy	+574	New	+$34.1K	0.02%	472

Other funds holding DOCU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DOCU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in DocuSign (DOCU) in Q3 2026: 574 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings.

343 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Rothwell Investment Advisors, LLC held 574 shares of DocuSign worth $38.5K as of Q3 2026.
DocuSign was a new Rothwell Investment Advisors, LLC position in Q3 2026.
DocuSign made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #472 holding.
343 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.