Burney Company
DOCU icon

Burney Company’s DocuSign DOCU Stock Holding History

Burney Company’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
-6,814
Closed -$303K – 624
2026
Q2 		$303K Sell
6,814
-64,707
-90% -$3.03M 0.01% 535
2026
Q1 		$3.39M Sell
71,521
-45,007
-39% -$2.3M 0.11% 167
2025
Q4 		$7.97M Sell
116,528
-5,297
-4% -$366K 0.25% 88
2025
Q3 		$8.78M Sell
121,825
-9,440
-7% -$727K 0.28% 89
2025
Q2 		$10.2M Sell
131,265
-11,008
-8% -$891K 0.35% 68
2025
Q1 		$11.6M Sell
142,273
-58,373
-29% -$5.11M 0.42% 66
2024
Q4 		$18M Buy
200,646
+7,364
+4% +$588K 0.64% 37
2024
Q3 		$12M Sell
193,282
-14,054
-7% -$788K 0.43% 64
2024
Q2 		$11.1M Buy
207,336
+19,095
+10% +$1.08M 0.42% 65
2024
Q1 		$11.2M Buy
188,241
+120,558
+178% +$6.81M 0.43% 58
2023
Q4 		$4.02M Sell
67,683
-31,761
-32% -$1.46M 0.17% 152
2023
Q3 		$4.18M Buy
99,444
+1,066
+1% +$52.3K 0.2% 136
2023
Q2 		$5.03M Buy
98,378
+5,246
+6% +$278K 0.23% 111
2023
Q1 		$5.43M Buy
+93,132
New +$5.56M 0.27% 105
2021
Q4 		– Sell
-832
Closed -$214K – 586
2021
Q3 		$214K Buy
832
+50
+6% +$14.4K 0.01% 545
2021
Q2 		$219K Buy
+782
New +$175K 0.01% 558

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Burney Company's DOCU Position: Q3 2026 in Review

Burney Company sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 6,814 shares — an estimated $303K sold.

Burney Company first reported a position in DOCU in Q2 2021 and held it in 16 quarters. The position peaked at $18M in Q4 2024. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Burney Company reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Burney Company sold 6,814 DocuSign shares in Q3 2026, an estimated $303K.
  • Burney Company first reported a position in DocuSign in Q2 2021 and held it in 16 quarters.
  • Burney Company's DocuSign position peaked at $18M in Q4 2024.
  • 140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.