Burton Enright Welch’s DocuSign DOCU Stock Holding History

Burton Enright Welch’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	-3,519	Closed	-$241K	–	136
2025 Q4	$241K	Sell	3,519 -7	-0.2%	-$484	0.03%	119
2025 Q3	$254K	Buy	3,526 +19	+0.5%	+$1.46K	0.04%	115
2025 Q2	$273K	Buy	3,507 +6	+0.2%	+$485	0.05%	107
2025 Q1	$285K	Buy	3,501 +1	+0%	+$88	0.06%	88
2024 Q4	$315K	Buy	3,500 +1	+0%	+$80	0.07%	80
2024 Q3	$217K	Buy	+3,499	New	+$196K	0.05%	90
2024 Q2	–	Sell	-3,499	Closed	-$208K	–	95
2024 Q1	$208K	Hold	3,499	–	–	0.05%	85
2023 Q4	$208K	Buy	+3,499	New	+$160K	0.06%	78
2023 Q2	–	Sell	-3,499	Closed	-$204K	–	74
2023 Q1	$204K	Buy	+3,499	New	+$209K	0.08%	65
2022 Q4	–	Sell	-3,760	Closed	-$201K	–	64
2022 Q3	$201K	Buy	3,760 +51	+1%	+$3.2K	0.1%	59
2022 Q2	$213K	Sell	3,709 -1	-0%	-$81	0.13%	58
2022 Q1	$397K	Buy	3,710 +1	+0%	+$115	0.22%	43
2021 Q4	$565K	Buy	+3,709	New	+$846K	0.38%	34

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burton Enright Welch's DOCU Position: Q1 2026 in Review

Burton Enright Welch sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,519 shares — an estimated $241K sold.

Burton Enright Welch first reported a position in DOCU in Q4 2021 and held it in 13 quarters. The position peaked at $565K in Q4 2021. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Burton Enright Welch reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
Burton Enright Welch sold 3,519 DocuSign shares in Q1 2026, an estimated $241K.
Burton Enright Welch first reported a position in DocuSign in Q4 2021 and held it in 13 quarters.
Burton Enright Welch's DocuSign position peaked at $565K in Q4 2021.
709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Burton Enright Welch's 13F filing for Q1 2026, filed 4 May 2026.