BPA
DOCU

Beacon Pointe Advisors’s DocuSign DOCU Stock Holding History

Beacon Pointe 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
Q1 		– Sell
-3,409
Closed -$233K – 1851
2025
Q4 		$233K Buy
3,409
+163
+5% +$11.3K ﹤0.01% 1372
2025
Q3 		$234K Sell
3,246
-345
-10% -$26.6K ﹤0.01% 1266
2025
Q2 		$280K Buy
+3,591
New +$291K ﹤0.01% 1074
2024
Q3 		– Sell
-5,937
Closed -$318K – 1249
2024
Q2 		$318K Buy
5,937
+91
+2% +$5.13K ﹤0.01% 1033
2024
Q1 		$348K Sell
5,846
-201
-3% -$11.3K ﹤0.01% 1054
2023
Q4 		$359K Sell
6,047
-1,490
-20% -$68.3K ﹤0.01% 1013
2023
Q3 		$317K Buy
7,537
+3,211
+74% +$157K ﹤0.01% 1043
2023
Q2 		$221K Sell
4,326
-1,714
-28% -$90.8K ﹤0.01% 982
2023
Q1 		$352K Sell
6,040
-457
-7% -$27.3K 0.01% 872
2022
Q4 		$360K Sell
6,497
-2,200
-25% -$107K 0.01% 804
2022
Q3 		$462K Buy
8,697
+316
+4% +$19.8K 0.01% 661
2022
Q2 		$478K Sell
8,381
-12,753
-60% -$1.03M 0.01% 669
2022
Q1 		$2.26M Buy
21,134
+19,685
+1,359% +$2.26M 0.03% 419
2021
Q4 		$221K Buy
1,449
+666
+85% +$152K 0.01% 844
2021
Q3 		$202K Sell
783
-132
-14% -$38K 0.01% 855
2021
Q2 		$256K Buy
+915
New +$205K 0.01% 710

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

Beacon Pointe Advisors's DOCU Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,409 shares — an estimated $233K sold.

Beacon Pointe Advisors first reported a position in DOCU in Q2 2021 and held it in 16 quarters. The position peaked at $2.26M in Q1 2022. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,409 DocuSign shares in Q1 2026, an estimated $233K.
  • Beacon Pointe Advisors first reported a position in DocuSign in Q2 2021 and held it in 16 quarters.
  • Beacon Pointe Advisors's DocuSign position peaked at $2.26M in Q1 2022.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.