CX Institutional’s DocuSign DOCU Stock Holding History

CX Institutional’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 Q3	$110K	Buy	1,645 +8	+0.5%	+$476	﹤0.01%	858
2026 Q2	$73K	Buy	1,637 +1,143	+231%	+$53.6K	﹤0.01%	918
2026 Q1	$23K	Buy	+494	New	+$25.3K	﹤0.01%	1100
2025 Q4	–	Sell	-596	Closed	-$43K	–	1536
2025 Q3	$43K	Buy	596 +586	+5,860%	+$45.2K	﹤0.01%	965
2025 Q2	$1K	Buy	+10	New	+$809	﹤0.01%	1175
2022 Q3	–	Sell	-225	Closed	-$13K	–	630
2022 Q2	$13K	Buy	+225	New	+$18.2K	﹤0.01%	909
2021 Q4	–	Sell	-200	Closed	-$51K	–	473
2021 Q3	$51K	Hold	200	–	–	﹤0.01%	573
2021 Q2	$56K	Hold	200	–	–	﹤0.01%	545
2021 Q1	$40K	Hold	200	–	–	﹤0.01%	533
2020 Q4	$44K	Hold	200	–	–	﹤0.01%	462
2020 Q3	$43K	Buy	+200	New	+$41.5K	﹤0.01%	408

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CX Institutional's DOCU Position: Q3 2026 in Review

CX Institutional increased its DocuSign (DOCU) stake by 0.49% in Q3 2026, buying an estimated $476 and bringing the position to 1,645 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

CX Institutional first reported a position in DOCU in Q3 2020 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

CX Institutional held 1,645 shares of DocuSign worth $110K as of Q3 2026.
CX Institutional bought 8 DocuSign shares in Q3 2026, an estimated $476.
DocuSign made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #858 holding.
CX Institutional first reported a position in DocuSign in Q3 2020 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.