Baird Financial Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.5M | Buy |
116,096
+15,705
| +16% | +$804K | 0.01% | 711 |
|
|
2025
Q4 | $6.87M | Sell |
100,391
-20,515
| -17% | -$1.42M | 0.01% | 647 |
|
|
2025
Q3 | $8.72M | Sell |
120,906
-3,239
| -3% | -$250K | 0.01% | 580 |
|
|
2025
Q2 | $9.67M | Buy |
124,145
+112,059
| +927% | +$9.07M | 0.02% | 532 |
|
|
2025
Q1 | $984K | Sell |
12,086
-1,376
| -10% | -$121K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $1.21M | Sell |
13,462
-1,177
| -8% | -$94K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $909K | Sell |
14,639
-1,055
| -7% | -$59.1K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $840K | Sell |
15,694
-18,348
| -54% | -$1.03M | ﹤0.01% | 1229 |
|
|
2024
Q1 | $2.03M | Sell |
34,042
-2,395
| -7% | -$135K | ﹤0.01% | 949 |
|
|
2023
Q4 | $2.17M | Sell |
36,437
-1,199
| -3% | -$55K | ﹤0.01% | 912 |
|
|
2023
Q3 | $1.58M | Buy |
37,636
+2,184
| +6% | +$107K | ﹤0.01% | 979 |
|
|
2023
Q2 | $1.81M | Buy |
35,452
+12,864
| +57% | +$681K | ﹤0.01% | 941 |
|
|
2023
Q1 | $1.32M | Buy |
22,588
+781
| +4% | +$46.6K | ﹤0.01% | 1020 |
|
|
2022
Q4 | $1.21M | Sell |
21,807
-33,448
| -61% | -$1.63M | ﹤0.01% | 1015 |
|
|
2022
Q3 | $2.95M | Sell |
55,255
-11,974
| -18% | -$751K | 0.01% | 702 |
|
|
2022
Q2 | $3.86M | Sell |
67,229
-33,303
| -33% | -$2.7M | 0.01% | 642 |
|
|
2022
Q1 | $10.8M | Buy |
100,532
+341
| +0.3% | +$39.1K | 0.03% | 429 |
|
|
2021
Q4 | $15.3M | Buy |
100,191
+15,323
| +18% | +$3.49M | 0.04% | 370 |
|
|
2021
Q3 | $21.8M | Buy |
84,868
+6,269
| +8% | +$1.81M | 0.06% | 281 |
|
|
2021
Q2 | $22M | Sell |
78,599
-34,036
| -30% | -$7.61M | 0.06% | 288 |
|
|
2021
Q1 | $22.8M | Buy |
112,635
+7,871
| +8% | +$1.83M | 0.06% | 268 |
|
|
2020
Q4 | $23.3M | Buy |
104,764
+6,696
| +7% | +$1.5M | 0.07% | 262 |
|
|
2020
Q3 | $21.1M | Sell |
98,068
-24,277
| -20% | -$5.04M | 0.07% | 257 |
|
|
2020
Q2 | $21.1M | Buy |
122,345
+52,571
| +75% | +$6.63M | 0.08% | 240 |
|
|
2020
Q1 | $6.45M | Buy |
69,774
+39,127
| +128% | +$3.15M | 0.03% | 398 |
|
|
2019
Q4 | $2.27M | Sell |
30,647
-5,648
| -16% | -$388K | 0.01% | 735 |
|
|
2019
Q3 | $2.25M | Sell |
36,295
-9,717
| -21% | -$509K | 0.01% | 739 |
|
|
2019
Q2 | $2.29M | Buy |
46,012
+2,294
| +5% | +$122K | 0.01% | 749 |
|
|
2019
Q1 | $2.27M | Sell |
43,718
-9,013
| -17% | -$460K | 0.01% | 622 |
|
|
2018
Q4 | $2.11M | Buy |
+52,731
| New | +$2.22M | 0.01% | 610 |
|
Other funds holding DOCU
VPM
VCM
