Addison Advisors’s DocuSign DOCU Stock Holding History

Addison Advisors’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	$6.45K	Buy	96 +35	+57%	+$2.08K	﹤0.01%	482
2026 Q2	$2.71K	Sell	61 -124	-67%	-$5.81K	﹤0.01%	548
2026 Q1	$8.77K	Buy	185 +85	+85%	+$4.35K	﹤0.01%	673
2025 Q4	$6.84K	Sell	100 -41	-29%	-$2.84K	﹤0.01%	664
2025 Q3	$10.2K	Buy	141 +41	+41%	+$3.16K	﹤0.01%	629
2025 Q2	$7.79K	Hold	100	–	–	﹤0.01%	651
2025 Q1	$8.14K	Hold	100	–	–	﹤0.01%	610
2024 Q4	$8.99K	Hold	100	–	–	﹤0.01%	604
2024 Q3	$6.21K	Hold	100	–	–	﹤0.01%	642
2024 Q2	$5.35K	Hold	100	–	–	﹤0.01%	629
2024 Q1	$5.96K	Buy	+100	New	+$5.65K	﹤0.01%	555
2023 Q4	–	Sell	-100	Closed	-$4.2K	–	709
2023 Q3	$4.2K	Hold	100	–	–	﹤0.01%	551
2023 Q2	$5.11K	Hold	100	–	–	﹤0.01%	534
2023 Q1	$5.83K	Hold	100	–	–	﹤0.01%	500
2022 Q4	$5.54K	Hold	100	–	–	﹤0.01%	496
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	499
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	480
2022 Q1	$11K	Buy	+100	New	+$11.5K	0.01%	464

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 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

Addison Advisors's DOCU Position: Q3 2026 in Review

Addison Advisors increased its DocuSign (DOCU) stake by 57% in Q3 2026, buying an estimated $2.08K and bringing the position to 96 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Addison Advisors first reported a position in DOCU in Q1 2022 and has held it in 18 quarters since. The position peaked at $11K in Q1 2022. 378 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Addison Advisors held 96 shares of DocuSign worth $6.45K as of Q3 2026.
Addison Advisors bought 35 DocuSign shares in Q3 2026, an estimated $2.08K.
DocuSign made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #482 holding.
Addison Advisors first reported a position in DocuSign in Q1 2022 and has held it in 18 quarters since.
Addison Advisors's DocuSign position peaked at $11K in Q1 2022.
378 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

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