Focus Partners Wealth
DOCU

Focus Partners Wealth’s DocuSign DOCU Stock Holding History

Focus Partners Wealth’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 		$3.7M Buy
78,078
+32,304
+71% +$1.65M ﹤0.01% 1048
2025
Q4 		$3.14M Buy
45,774
+30,440
+199% +$2.1M ﹤0.01% 1141
2025
Q3 		$1.1M Buy
15,334
+956
+7% +$73.7K ﹤0.01% 1248
2025
Q2 		$1.12M Buy
14,378
+3,377
+31% +$273K ﹤0.01% 1096
2025
Q1 		$895K Sell
11,001
-62
-0.6% -$5.43K ﹤0.01% 1106
2024
Q4 		$995K Buy
11,063
+1,829
+20% +$146K ﹤0.01% 1059
2024
Q3 		$573K Buy
+9,234
New +$518K ﹤0.01% 1104

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Focus Partners Wealth's DOCU Position: Q1 2026 in Review

Focus Partners Wealth increased its DocuSign (DOCU) stake by 71% in Q1 2026, buying an estimated $1.65M and bringing the position to 78,078 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Focus Partners Wealth first reported a position in DOCU in Q3 2024 and has held it in 7 quarters since. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Focus Partners Wealth held 78,078 shares of DocuSign worth $3.7M as of Q1 2026.
  • Focus Partners Wealth bought 32,304 DocuSign shares in Q1 2026, an estimated $1.65M.
  • DocuSign made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1048 holding.
  • Focus Partners Wealth first reported a position in DocuSign in Q3 2024 and has held it in 7 quarters since.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.