EP
DOCU

Edgestream Partners’s DocuSign DOCU Stock Holding History

Edgestream Partners’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
-4,903
Closed -$335K – 926
2025
Q4 		$335K Buy
+4,903
New +$339K 0.01% 870
2025
Q2 		– Sell
-10,703
Closed -$871K – 895
2025
Q1 		$871K Sell
10,703
-22,276
-68% -$1.95M 0.03% 625
2024
Q4 		$2.97M Buy
32,979
+13,816
+72% +$1.1M 0.13% 312
2024
Q3 		$1.19M Buy
+19,163
New +$1.07M 0.05% 532
2024
Q1 		– Sell
-9,733
Closed -$579K – 858
2023
Q4 		$579K Sell
9,733
-17,557
-64% -$805K 0.04% 572
2023
Q3 		$1.15M Buy
+27,290
New +$1.34M 0.09% 357

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgestream Partners's DOCU Position: Q1 2026 in Review

Edgestream Partners sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,903 shares — an estimated $335K sold.

Edgestream Partners first reported a position in DOCU in Q3 2023 and held it in 6 quarters. The position peaked at $2.97M in Q4 2024. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Edgestream Partners reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 4,903 DocuSign shares in Q1 2026, an estimated $335K.
  • Edgestream Partners first reported a position in DocuSign in Q3 2023 and held it in 6 quarters.
  • Edgestream Partners's DocuSign position peaked at $2.97M in Q4 2024.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.