BAAM
DOCU

Baker Avenue Asset Management’s DocuSign DOCU Stock Holding History

Baker Avenue Asset 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
Q2 		$829K Buy
18,673
+2,075
+13% +$97.3K 0.02% 346
2026
Q1 		$787K Buy
16,598
+3,775
+29% +$193K 0.02% 318
2025
Q4 		$877K Sell
12,823
-11,248
-47% -$778K 0.02% 271
2025
Q3 		$1.74M Sell
24,071
-24,558
-51% -$1.89M 0.04% 217
2025
Q2 		$3.79M Buy
48,629
+1,573
+3% +$127K 0.11% 137
2025
Q1 		$3.83M Buy
47,056
+18,481
+65% +$1.62M 0.12% 138
2024
Q4 		$2.57M Buy
28,575
+25,338
+783% +$2.02M 0.08% 170
2024
Q3 		$201K Buy
+3,237
New +$181K 0.01% 408
2023
Q4 		– Sell
-1,737
Closed -$72.9K – 661
2023
Q3 		$72.9K Sell
1,737
-19,291
-92% -$946K ﹤0.01% 471
2023
Q2 		$1.07M Buy
21,028
+19,294
+1,113% +$1.02M 0.05% 182
2023
Q1 		$101K Buy
1,734
+65
+4% +$3.88K 0.01% 433
2022
Q4 		$92.5K Buy
+1,669
New +$81.2K 0.01% 413
2022
Q3 		– Sell
-6,755
Closed -$388K – 342
2022
Q2 		$388K Sell
6,755
-47,762
-88% -$3.87M 0.03% 239
2022
Q1 		$5.84M Buy
54,517
+35,568
+188% +$4.08M 0.3% 85
2021
Q4 		$2.89M Buy
18,949
+1,405
+8% +$320K 0.14% 110
2021
Q3 		$4.52M Buy
17,544
+237
+1% +$68.3K 0.26% 82
2021
Q2 		$4.84M Buy
17,307
+2,558
+17% +$572K 0.27% 80
2021
Q1 		$2.98M Buy
14,749
+512
+4% +$119K 0.18% 90
2020
Q4 		$3.16M Buy
14,237
+4,248
+43% +$954K 0.22% 79
2020
Q3 		$2.15M Buy
9,989
+1,548
+18% +$321K 0.17% 82
2020
Q2 		$1.45M Buy
+8,441
New +$1.06M 0.12% 101

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Baker Avenue Asset Management's DOCU Position: Q2 2026 in Review

Baker Avenue Asset Management increased its DocuSign (DOCU) stake by 13% in Q2 2026, buying an estimated $97.3K and bringing the position to 18,673 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #346.

Baker Avenue Asset Management first reported a position in DOCU in Q2 2020 and has held it in 21 quarters since. The position peaked at $5.84M in Q1 2022. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Baker Avenue Asset Management held 18,673 shares of DocuSign worth $829K as of Q2 2026.
  • Baker Avenue Asset Management bought 2,075 DocuSign shares in Q2 2026, an estimated $97.3K.
  • DocuSign made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #346 holding.
  • Baker Avenue Asset Management first reported a position in DocuSign in Q2 2020 and has held it in 21 quarters since.
  • Baker Avenue Asset Management's DocuSign position peaked at $5.84M in Q1 2022.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.