Creative Planning
DOCU

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
Q1 		– Sell
-1,000
Closed -$14.6K – 2679
2022
Q4 		$14.6K Hold
1,000
– – ﹤0.01% 2329
2022
Q3 		$19K Hold
1,000
– – ﹤0.01% 2185
2022
Q2 		$20K Hold
1,000
– – ﹤0.01% 2141
2022
Q1 		$6K Buy
+1,000
New +$115K ﹤0.01% 2227

Other funds holding DOCU

BlackRock
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
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 $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

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.