BCM
DOCU

Bourgeon Capital Management’s DocuSign DOCU Stock Holding History

Bourgeon Capital 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
-8,008
Closed -$548K – 116
2025
Q4 		$548K Buy
+8,008
New +$554K 0.09% 83
2024
Q3 		– Sell
-4,751
Closed -$254K – 108
2024
Q2 		$254K Buy
+4,751
New +$268K 0.05% 100

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

Bourgeon Capital Management's DOCU Position: Q1 2026 in Review

Bourgeon Capital Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 8,008 shares — an estimated $548K sold.

Bourgeon Capital Management first reported a position in DOCU in Q2 2024 and held it in 2 quarters. The position peaked at $548K in Q4 2025. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Bourgeon Capital Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 8,008 DocuSign shares in Q1 2026, an estimated $548K.
  • Bourgeon Capital Management first reported a position in DocuSign in Q2 2024 and held it in 2 quarters.
  • Bourgeon Capital Management's DocuSign position peaked at $548K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.