CFP
DOCU

Cascade Financial Partners’s DocuSign DOCU Stock Holding History

Cascade Financial Partners’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
-4,200
Closed -$287K – 272
2025
Q4 		$287K Hold
4,200
– – 0.03% 214
2025
Q3 		$303K Buy
+4,200
New +$324K 0.03% 205

Other funds holding DOCU

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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 $3.38T AUM 44.17% 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

Cascade Financial Partners's DOCU Position: Q1 2026 in Review

Cascade Financial Partners sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,200 shares — an estimated $287K sold.

Cascade Financial Partners first reported a position in DOCU in Q3 2025 and held it in 2 quarters. The position peaked at $303K in Q3 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Cascade Financial Partners reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 4,200 DocuSign shares in Q1 2026, an estimated $287K.
  • Cascade Financial Partners first reported a position in DocuSign in Q3 2025 and held it in 2 quarters.
  • Cascade Financial Partners's DocuSign position peaked at $303K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.