AIM
DOCU

Aspen Investment Management’s DocuSign DOCU Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-4,133
Closed -$283K – 175
2025
Q4 		$283K Hold
4,133
– – 0.09% 162
2025
Q3 		$298K Hold
4,133
– – 0.12% 134
2025
Q2 		$322K Buy
4,133
+435
+12% +$35.2K 0.14% 125
2025
Q1 		$301K Sell
3,698
-9,677
-72% -$848K 0.14% 127
2024
Q4 		$1.2M Buy
13,375
+9,640
+258% +$770K 0.56% 53
2024
Q3 		$232K Sell
3,735
-15
-0.4% -$841 0.11% 144
2024
Q2 		$201K Sell
3,750
-59
-2% -$3.33K 0.1% 146
2024
Q1 		$227K Buy
3,809
+9
+0.2% +$508 0.12% 147
2023
Q4 		$226K Buy
+3,800
New +$174K 0.13% 134
2022
Q3 		– Sell
-4,207
Closed -$241K – 133
2022
Q2 		$241K Sell
4,207
-959
-19% -$77.6K 0.15% 129
2022
Q1 		$553K Sell
5,166
-275
-5% -$31.6K 0.29% 96
2021
Q4 		$829K Sell
5,441
-229
-4% -$52.2K 0.41% 81
2021
Q3 		$1.46M Buy
5,670
+85
+2% +$24.5K 0.77% 41
2021
Q2 		$1.56M Buy
5,585
+30
+0.5% +$6.71K 0.82% 38
2021
Q1 		$1.13M Sell
5,555
-50
-0.9% -$11.6K 0.63% 50
2020
Q4 		$1.25M Sell
5,605
-1,410
-20% -$317K 0.74% 47
2020
Q3 		$1.51M Sell
7,015
-1,838
-21% -$382K 1.01% 27
2020
Q2 		$1.52M Sell
8,853
-125
-1% -$15.8K 1.09% 26
2020
Q1 		$830K Buy
+8,978
New +$722K 0.72% 41

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aspen Investment Management's DOCU Position: Q1 2026 in Review

Aspen Investment Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,133 shares — an estimated $283K sold.

Aspen Investment Management first reported a position in DOCU in Q1 2020 and held it in 19 quarters. The position peaked at $1.56M in Q2 2021. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Aspen Investment Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Aspen Investment Management sold 4,133 DocuSign shares in Q1 2026, an estimated $283K.
  • Aspen Investment Management first reported a position in DocuSign in Q1 2020 and held it in 19 quarters.
  • Aspen Investment Management's DocuSign position peaked at $1.56M in Q2 2021.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Aspen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.