CCM
DOCU

Coldstream Capital Management’s DocuSign DOCU Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-5,904
Closed -$280K – 1241
2026
Q1 		$280K Buy
5,904
+2,014
+52% +$103K ﹤0.01% 971
2025
Q4 		$266K Sell
3,890
-257
-6% -$17.8K ﹤0.01% 963
2025
Q3 		$299K Buy
4,147
+723
+21% +$55.7K ﹤0.01% 940
2025
Q2 		$267K Buy
3,424
+409
+14% +$33.1K ﹤0.01% 944
2025
Q1 		$245K Buy
+3,015
New +$264K 0.01% 906
2022
Q1 		– Sell
-1,375
Closed -$209K – 797
2021
Q4 		$209K Buy
1,375
+48
+4% +$10.9K 0.01% 789
2021
Q3 		$286K Buy
1,327
+316
+31% +$91K 0.01% 317
2021
Q2 		$283K Sell
1,011
-316
-24% -$70.7K 0.01% 405
2021
Q1 		$269K Hold
1,327
– – 0.02% 346
2020
Q4 		$295K Buy
1,327
+48
+4% +$10.8K 0.02% 296
2020
Q3 		$276K Sell
1,279
-3,573
-74% -$742K 0.02% 249
2020
Q2 		$836K Sell
4,852
-218
-4% -$27.5K 0.08% 151
2020
Q1 		$468K Sell
5,070
-119
-2% -$9.57K 0.05% 178
2019
Q4 		$385K Buy
5,189
+534
+11% +$36.7K 0.03% 231
2019
Q3 		$289K Sell
4,655
-130
-3% -$6.81K 0.02% 252
2019
Q2 		$238K Sell
4,785
-315
-6% -$16.8K 0.02% 279
2019
Q1 		$264K Sell
5,100
-269
-5% -$13.7K 0.02% 253
2018
Q4 		$215K Buy
+5,369
New +$226K 0.02% 286

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Coldstream Capital Management's DOCU Position: Q2 2026 in Review

Coldstream Capital Management sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 5,904 shares — an estimated $280K sold.

Coldstream Capital Management first reported a position in DOCU in Q4 2018 and held it in 18 quarters. The position peaked at $836K in Q2 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Coldstream Capital Management reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 5,904 DocuSign shares in Q2 2026, an estimated $280K.
  • Coldstream Capital Management first reported a position in DocuSign in Q4 2018 and held it in 18 quarters.
  • Coldstream Capital Management's DocuSign position peaked at $836K in Q2 2020.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.