CPIG
DOCU

Chicago Partners Investment Group’s DocuSign DOCU Stock Holding History

Chicago Partners Investment Group’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 		$1.03M Buy
21,731
+14,268
+191% +$730K 0.02% 538
2025
Q4 		$429K Buy
7,463
+246
+3% +$17K 0.01% 853
2025
Q3 		$510K Buy
7,217
+3,082
+75% +$238K 0.01% 693
2025
Q2 		$337K Buy
4,135
+1,154
+39% +$93.4K 0.01% 782
2025
Q1 		$245K Buy
+2,981
New +$261K 0.01% 775
2021
Q4 		– Sell
-1,452
Closed -$370K – 579
2021
Q3 		$370K Sell
1,452
-99
-6% -$28.5K 0.03% 395
2021
Q2 		$474K Sell
1,551
-699
-31% -$156K 0.04% 332
2021
Q1 		$527K Buy
2,250
+282
+14% +$65.4K 0.04% 300
2020
Q4 		$502K Buy
1,968
+198
+11% +$44.5K 0.05% 281
2020
Q3 		$369K Sell
1,770
-1
-0.1% -$208 0.04% 281
2020
Q2 		$348K Buy
+1,771
New +$223K 0.04% 267

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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