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
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
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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Coldstream Capital Management's DOCU Position: Q1 2026 in Review

Coldstream Capital Management increased its DocuSign (DOCU) stake by 52% in Q1 2026, buying an estimated $103K and bringing the position to 5,904 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Coldstream Capital Management first reported a position in DOCU in Q4 2018 and has held it in 18 quarters since. The position peaked at $836K in Q2 2020. 706 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Coldstream Capital Management held 5,904 shares of DocuSign worth $280K as of Q1 2026.
  • Coldstream Capital Management bought 2,014 DocuSign shares in Q1 2026, an estimated $103K.
  • DocuSign made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #971 holding.
  • Coldstream Capital Management first reported a position in DocuSign in Q4 2018 and has held it in 18 quarters since.
  • Coldstream Capital Management's DocuSign position peaked at $836K in Q2 2020.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.