Crossmark Global Holdings’s DocuSign DOCU Stock Holding History

Crossmark Global Holdings’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	$2.56M	Sell	53,938 -10,610	-16%	-$543K	0.04%	378
2025 Q4	$4.42M	Buy	64,548 +6,900	+12%	+$477K	0.06%	275
2025 Q3	$4.16M	Buy	57,648 +45,235	+364%	+$3.49M	0.06%	278
2025 Q2	$967K	Buy	12,413 +903	+8%	+$73K	0.02%	629
2025 Q1	$937K	Buy	11,510 +514	+5%	+$45K	0.02%	630
2024 Q4	$989K	Sell	10,996 -9,693	-47%	-$774K	0.02%	590
2024 Q3	$1.28M	Sell	20,689 -2,500	-11%	-$140K	0.02%	525
2024 Q2	$1.24M	Buy	23,189 +18,680	+414%	+$1.05M	0.02%	521
2024 Q1	$269K	Buy	+4,509	New	+$255K	0.01%	1141
2021 Q4	–	Sell	-1,270	Closed	-$327K	–	1398
2021 Q3	$327K	Buy	1,270 +90	+8%	+$25.9K	0.01%	1126
2021 Q2	$330K	Sell	1,180 -180	-13%	-$40.2K	0.01%	1130
2021 Q1	$275K	Buy	1,360 +110	+9%	+$25.5K	0.01%	1216
2020 Q4	$278K	Sell	1,250 -10	-0.8%	-$2.25K	0.01%	1136
2020 Q3	$271K	Sell	1,260 -20	-2%	-$4.15K	0.01%	1076
2020 Q2	$220K	Buy	+1,280	New	+$161K	0.01%	1188

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 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