EPAM
DOCU

Evelyn Partners Asset Management’s DocuSign DOCU Stock Holding History

Evelyn Partners Asset Management’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 		$2.13K Hold
45
– – ﹤0.01% 300
2025
Q4 		$3.08K Hold
45
– – ﹤0.01% 272
2025
Q3 		$3.24K Buy
+45
New +$3.47K ﹤0.01% 269

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VCM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $432B 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

Evelyn Partners Asset Management's DOCU Position: Q1 2026 in Review

Evelyn Partners Asset Management held its DocuSign (DOCU) position steady in Q1 2026 at 45 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Evelyn Partners Asset Management first reported a position in DOCU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.24K in Q3 2025. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Evelyn Partners Asset Management held 45 shares of DocuSign worth $2.13K as of Q1 2026.
  • Evelyn Partners Asset Management left its DocuSign share count unchanged in Q1 2026.
  • DocuSign made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #300 holding.
  • Evelyn Partners Asset Management first reported a position in DocuSign in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's DocuSign position peaked at $3.24K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.