EPIM
DOCU

Evelyn Partners Investment Management’s DocuSign DOCU Stock Holding History

Evelyn Partners Investment 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 		$142 Hold
3
– – ﹤0.01% 406
2025
Q4 		$205 Hold
3
– – ﹤0.01% 408
2025
Q3 		$216 Hold
3
– – ﹤0.01% 404
2025
Q2 		$234 Hold
3
– – ﹤0.01% 409
2025
Q1 		$244 Hold
3
– – ﹤0.01% 415
2024
Q4 		$270 Buy
+3
New +$240 ﹤0.01% 412

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 $3.38T AUM 44.17% 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

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

Evelyn Partners Investment Management held its DocuSign (DOCU) position steady in Q1 2026 at 3 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Evelyn Partners Investment Management first reported a position in DOCU in Q4 2024 and has held it in 6 quarters since. The position peaked at $270 in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Evelyn Partners Investment Management held 3 shares of DocuSign worth $142 as of Q1 2026.
  • Evelyn Partners Investment Management left its DocuSign share count unchanged in Q1 2026.
  • DocuSign made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #406 holding.
  • Evelyn Partners Investment Management first reported a position in DocuSign in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's DocuSign position peaked at $270 in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

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