CIA
DOCU

Caerus Investment Advisors’s DocuSign DOCU Stock Holding History

Caerus Investment 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 		$436K Buy
+9,193
New +$470K 0.18% 112

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caerus Investment Advisors's DOCU Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in DocuSign (DOCU) in Q1 2026: 9,193 shares worth $436K. The stake represents 0.18% of the portfolio and ranks #112 among its holdings.

704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Caerus Investment Advisors held 9,193 shares of DocuSign worth $436K as of Q1 2026.
  • DocuSign was a new Caerus Investment Advisors position in Q1 2026.
  • DocuSign made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #112 holding.
  • 704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.