CSM Advisors’s DocuSign DOCU Stock Holding History

CSM Advisors’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	–	Sell	-12,161	Closed	-$832K	–	419
2025 Q4	$832K	Buy	12,161 +1,820	+18%	+$126K	0.02%	337
2025 Q3	$746K	Buy	10,341 +1,621	+19%	+$125K	0.02%	350
2025 Q2	$679K	Buy	+8,720	New	+$705K	0.02%	321

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CSM Advisors's DOCU Position: Q1 2026 in Review

CSM Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 12,161 shares — an estimated $832K sold.

CSM Advisors first reported a position in DOCU in Q2 2025 and held it in 3 quarters. The position peaked at $832K in Q4 2025. 708 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

CSM Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
CSM Advisors sold 12,161 DocuSign shares in Q1 2026, an estimated $832K.
CSM Advisors first reported a position in DocuSign in Q2 2025 and held it in 3 quarters.
CSM Advisors's DocuSign position peaked at $832K in Q4 2025.
708 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.