Cambridge Investment Research Advisors’s DocuSign DOCU Stock Holding History

Cambridge Investment Research 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	$2.97M	Buy	62,627 +6,799	+12%	+$348K	0.01%	1289
2025 Q4	$3.82M	Buy	55,828 +2,556	+5%	+$177K	0.01%	1075
2025 Q3	$3.84M	Buy	53,272 +5,244	+11%	+$404K	0.01%	1059
2025 Q2	$3.74M	Sell	48,028 -2,065	-4%	-$167K	0.01%	1017
2025 Q1	$4.08M	Buy	50,093 +1,251	+3%	+$110K	0.01%	904
2024 Q4	$4.39M	Buy	48,842 +5,153	+12%	+$411K	0.01%	873
2024 Q3	$2.71M	Sell	43,689 -6,100	-12%	-$342K	0.01%	1139
2024 Q2	$2.66M	Sell	49,789 -5,920	-11%	-$334K	0.01%	1099
2024 Q1	$3.32M	Buy	55,709 +747	+1%	+$42.2K	0.01%	978
2023 Q4	$3.27M	Sell	54,962 -18,267	-25%	-$838K	0.01%	918
2023 Q3	$3.08M	Sell	73,229 -7,680	-9%	-$376K	0.01%	911
2023 Q2	$4.13M	Sell	80,909 -23	-0%	-$1.22K	0.02%	754
2023 Q1	$4.72M	Sell	80,932 -1,568	-2%	-$93.5K	0.02%	659
2022 Q4	$4.57M	Buy	82,500 +6,974	+9%	+$340K	0.02%	646
2022 Q3	$4.04M	Sell	75,526 -3,663	-5%	-$230K	0.02%	659
2022 Q2	$4.54M	Buy	79,189 +5,591	+8%	+$453K	0.02%	622
2022 Q1	$7.88M	Sell	73,598 -25,191	-25%	-$2.89M	0.04%	462
2021 Q4	$15M	Buy	98,789 +7,250	+8%	+$1.65M	0.07%	270
2021 Q3	$23.6M	Sell	91,539 -742	-0.8%	-$214K	0.12%	182
2021 Q2	$25.8M	Sell	92,281 -9,864	-10%	-$2.21M	0.12%	172
2021 Q1	$20.7M	Buy	102,145 +28,525	+39%	+$6.61M	0.11%	189
2020 Q4	$16.4M	Sell	73,620 -203	-0.3%	-$45.6K	0.1%	206
2020 Q3	$15.9M	Buy	73,823 +2,867	+4%	+$595K	0.11%	196
2020 Q2	$12.2M	Buy	70,956 +25,541	+56%	+$3.22M	0.09%	225
2020 Q1	$4.2M	Sell	45,415 -3,015	-6%	-$242K	0.04%	417
2019 Q4	$3.59M	Buy	48,430 +12,202	+34%	+$838K	0.03%	581
2019 Q3	$2.24M	Sell	36,228 -33,640	-48%	-$1.76M	0.02%	703
2019 Q2	$3.47M	Buy	69,868 +4,705	+7%	+$251K	0.03%	526
2019 Q1	$3.38M	Buy	65,163 +7,748	+13%	+$395K	0.03%	513
2018 Q4	$2.3M	Buy	57,415 +8,242	+17%	+$346K	0.03%	585
2018 Q3	$2.58M	Buy	+49,173	New	+$2.79M	0.02%	590