Bank Julius Baer & Co
DOCU icon

Bank Julius Baer & Co’s DocuSign DOCU Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-450
Closed -$20K – 683
2026
Q2 		$20K Hold
450
– – ﹤0.01% 620
2026
Q1 		$21.3K Hold
450
– – ﹤0.01% 638
2025
Q4 		$30.8K Sell
450
-27,740
-98% -$1.92M ﹤0.01% 603
2025
Q3 		$2.03M Buy
28,190
+25,879
+1,120% +$1.99M 0.01% 325
2025
Q2 		$180K Sell
2,311
-456
-16% -$36.9K ﹤0.01% 451
2025
Q1 		$225K Buy
2,767
+261
+10% +$22.9K ﹤0.01% 416
2024
Q4 		$249K Buy
2,506
+190
+8% +$15.2K ﹤0.01% 407
2024
Q3 		$170K Sell
2,316
-3,111
-57% -$174K ﹤0.01% 403
2024
Q2 		$323K Sell
5,427
-2,633
-33% -$148K ﹤0.01% 312
2024
Q1 		$480K Sell
8,060
-630
-7% -$35.6K ﹤0.01% 318
2023
Q4 		$517K Sell
8,690
-82
-0.9% -$3.76K ﹤0.01% 330
2023
Q3 		$368K Buy
8,772
+1,197
+16% +$58.7K ﹤0.01% 348
2023
Q2 		$387K Sell
7,575
-1,692
-18% -$89.6K ﹤0.01% 364
2023
Q1 		$540K Buy
9,267
+871
+10% +$52K ﹤0.01% 336
2022
Q4 		$465K Buy
8,396
+621
+8% +$30.2K ﹤0.01% 347
2022
Q3 		$416K Sell
7,775
-2,283
-23% -$143K ﹤0.01% 347
2022
Q2 		$577K Sell
10,058
-190
-2% -$15.4K ﹤0.01% 331
2022
Q1 		$1.1M Buy
10,248
+8,343
+438% +$958K 0.01% 273
2021
Q4 		$290K Buy
1,905
+603
+46% +$137K ﹤0.01% 489
2021
Q3 		$335K Sell
1,302
-72,815
-98% -$21M ﹤0.01% 489
2021
Q2 		$20.7M Sell
74,117
-18,037
-20% -$4.03M 0.13% 120
2021
Q1 		$18.7M Buy
92,154
+41,862
+83% +$9.7M 0.14% 114
2020
Q4 		$11.2M Buy
50,292
+16,999
+51% +$3.82M 0.09% 136
2020
Q3 		$7.17M Buy
33,293
+22,930
+221% +$4.76M 0.07% 133
2020
Q2 		$1.78M Sell
10,363
-351
-3% -$44.2K 0.02% 208
2020
Q1 		$990K Buy
+10,714
New +$862K 0.02% 228

Other funds holding DOCU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank Julius Baer & Co's DOCU Position: Q3 2026 in Review

Bank Julius Baer & Co sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 450 shares — an estimated $20K sold.

Bank Julius Baer & Co first reported a position in DOCU in Q1 2020 and held it in 26 quarters. The position peaked at $20.7M in Q2 2021. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Bank Julius Baer & Co reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 450 DocuSign shares in Q3 2026, an estimated $20K.
  • Bank Julius Baer & Co first reported a position in DocuSign in Q1 2020 and held it in 26 quarters.
  • Bank Julius Baer & Co's DocuSign position peaked at $20.7M in Q2 2021.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Bank Julius Baer & Co's 13F filing for Q3 2026, filed 29 Oct 2026.