Envestnet Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Sell |
230,933
-74,684
| -24% | -$3.82M | ﹤0.01% | 1774 |
|
|
2025
Q4 | $20.9M | Sell |
305,617
-7,242
| -2% | -$501K | 0.01% | 1180 |
|
|
2025
Q3 | $22.6M | Buy |
312,859
+31,334
| +11% | +$2.41M | 0.01% | 1194 |
|
|
2025
Q2 | $21.9M | Buy |
281,525
+104,293
| +59% | +$8.44M | 0.01% | 1193 |
|
|
2025
Q1 | $14.4M | Sell |
177,232
-2,822
| -2% | -$247K | ﹤0.01% | 1408 |
|
|
2024
Q4 | $16.2M | Buy |
180,054
+54,023
| +43% | +$4.31M | 0.01% | 1317 |
|
|
2024
Q3 | $7.83M | Buy |
126,031
+38,615
| +44% | +$2.16M | ﹤0.01% | 1811 |
|
|
2024
Q2 | $4.68M | Sell |
87,416
-1,023
| -1% | -$57.7K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $5.27M | Sell |
88,439
-4,099
| -4% | -$231K | ﹤0.01% | 1938 |
|
|
2023
Q4 | $5.5M | Buy |
92,538
+73
| +0.1% | +$3.35K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $3.88M | Sell |
92,465
-138,987
| -60% | -$6.81M | ﹤0.01% | 1971 |
|
|
2023
Q2 | $11.8M | Buy |
231,452
+921
| +0.4% | +$48.8K | 0.01% | 1195 |
|
|
2023
Q1 | $13.4M | Buy |
230,531
+27,775
| +14% | +$1.66M | 0.01% | 1090 |
|
|
2022
Q4 | $11.2M | Sell |
202,756
-32,669
| -14% | -$1.59M | 0.01% | 1128 |
|
|
2022
Q3 | $12.6M | Sell |
235,425
-12,288
| -5% | -$770K | 0.01% | 1020 |
|
|
2022
Q2 | $14.2M | Buy |
247,713
+7,790
| +3% | +$631K | 0.01% | 970 |
|
|
2022
Q1 | $25.7M | Buy |
239,923
+63,905
| +36% | +$7.33M | 0.01% | 738 |
|
|
2021
Q4 | $26.8M | Buy |
176,018
+20,813
| +13% | +$4.75M | 0.01% | 722 |
|
|
2021
Q3 | $40M | Buy |
155,205
+19,286
| +14% | +$5.56M | 0.02% | 533 |
|
|
2021
Q2 | $38M | Buy |
135,919
+33,749
| +33% | +$7.55M | 0.02% | 537 |
|
|
2021
Q1 | $20.7M | Buy |
102,170
+36,205
| +55% | +$8.4M | 0.01% | 704 |
|
|
2020
Q4 | $14.7M | Buy |
65,965
+12,217
| +23% | +$2.74M | 0.01% | 741 |
|
|
2020
Q3 | $11.6M | Sell |
53,748
-21,701
| -29% | -$4.5M | 0.01% | 760 |
|
|
2020
Q2 | $13M | Buy |
75,449
+686
| +0.9% | +$86.5K | 0.01% | 680 |
|
|
2020
Q1 | $6.91M | Buy |
74,763
+5,808
| +8% | +$467K | 0.01% | 838 |
|
|
2019
Q4 | $5.11M | Buy |
68,955
+8,275
| +14% | +$569K | 0.01% | 1118 |
|
|
2019
Q3 | $3.76M | Buy |
60,680
+23,830
| +65% | +$1.25M | ﹤0.01% | 1203 |
|
|
2019
Q2 | $1.83M | Buy |
36,850
+1,842
| +5% | +$98.4K | ﹤0.01% | 1604 |
|
|
2019
Q1 | $1.81M | Buy |
35,008
+11,787
| +51% | +$601K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $931K | Buy |
+23,221
| New | +$976K | ﹤0.01% | 1784 |
|
Other funds holding DOCU
VPM
VCM
