GC
DOCU

Grimes & Company’s DocuSign DOCU Stock Holding History

Grimes & Company’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
-4,388
Closed -$300K – 443
2025
Q4 		$300K Sell
4,388
-3,578
-45% -$247K 0.01% 383
2025
Q3 		$574K Sell
7,966
-1,865
-19% -$144K 0.01% 293
2025
Q2 		$766K Sell
9,831
-1,144
-10% -$92.5K 0.02% 231
2025
Q1 		$893K Sell
10,975
-243,644
-96% -$21.3M 0.03% 195
2024
Q4 		$22.9M Sell
254,619
-15,633
-6% -$1.25M 0.66% 33
2024
Q3 		$16.8M Sell
270,252
-10,751
-4% -$603K 0.45% 48
2024
Q2 		$15M Sell
281,003
-8,755
-3% -$494K 0.45% 52
2024
Q1 		$17.3M Sell
289,758
-1,742
-0.6% -$98.3K 0.53% 49
2023
Q4 		$17.3M Buy
291,500
+4,669
+2% +$214K 0.57% 39
2023
Q3 		$12M Buy
+286,831
New +$14.1M 0.47% 50

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

Grimes & Company's DOCU Position: Q1 2026 in Review

Grimes & Company sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,388 shares — an estimated $300K sold.

Grimes & Company first reported a position in DOCU in Q3 2023 and held it in 10 quarters. The position peaked at $22.9M in Q4 2024. 704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Grimes & Company reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 4,388 DocuSign shares in Q1 2026, an estimated $300K.
  • Grimes & Company first reported a position in DocuSign in Q3 2023 and held it in 10 quarters.
  • Grimes & Company's DocuSign position peaked at $22.9M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.