Creative Planning’s DocuSign DOCU Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-2,500	Closed	-$433	–	2845
2023 Q3	$433	Hold	2,500	–	–	﹤0.01%	2854
2023 Q2	$6.82K	Hold	2,500	–	–	﹤0.01%	2558
2023 Q1	$23.8K	Hold	2,500	–	–	﹤0.01%	2397
2022 Q4	$29.9K	Hold	2,500	–	–	﹤0.01%	2289
2022 Q3	$31K	Hold	2,500	–	–	﹤0.01%	2157
2022 Q2	$40K	Buy	2,500 +2,000	+400%	+$162K	﹤0.01%	2082
2022 Q1	$24K	Buy	+500	New	+$57.4K	﹤0.01%	2120
2021 Q4	–	Sell	-100	Closed	-$1K	–	2121
2021 Q3	$1K	Buy	+100	New	+$28.8K	﹤0.01%	2107
2021 Q2	–	Sell	-33,300	Closed	-$811K	–	2208
2021 Q1	$811K	Buy	33,300 +100	+0.3%	+$23.2K	﹤0.01%	1155
2020 Q4	$1.39M	Buy	33,200 +31,600	+1,975%	+$7.1M	﹤0.01%	809
2020 Q3	$101K	Buy	1,600 +1,100	+220%	+$228K	﹤0.01%	1823
2020 Q2	$7K	Sell	500 -300	-38%	-$37.8K	﹤0.01%	1894
2020 Q1	$3K	Buy	+800	New	+$64.3K	﹤0.01%	1808

Other funds holding DOCU

BlackRock New York $5.72T 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's DOCU Position: Q1 2026 in Review

Creative Planning increased its DocuSign (DOCU) stake by 337% in Q1 2026, buying an estimated $8.15M and bringing the position to 206,486 shares worth $9.79M. The position accounts for 0.01% of the portfolio, ranked #701.

Creative Planning first reported a position in DOCU in Q4 2018 and has held it in 30 quarters since. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Creative Planning held 206,486 shares of DocuSign worth $9.79M as of Q1 2026.
Creative Planning bought 159,208 DocuSign shares in Q1 2026, an estimated $8.15M.
DocuSign made up 0.01% of Creative Planning's portfolio in Q1 2026, its #701 holding.
Creative Planning first reported a position in DocuSign in Q4 2018 and has held it in 30 quarters since.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.