HNW
DOCU

High Note Wealth’s DocuSign DOCU Stock Holding History

High Note 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 		– Sell
-64
Closed -$4.38K – 957
2025
Q4 		$4.38K Buy
64
+2
+3% +$138 ﹤0.01% 568
2025
Q3 		$4.47K Buy
62
+5
+9% +$385 ﹤0.01% 522
2025
Q2 		$4.44K Sell
57
-4
-7% -$324 ﹤0.01% 477
2025
Q1 		$4.96K Buy
61
+5
+9% +$438 ﹤0.01% 413
2024
Q4 		$5.04K Buy
+56
New +$4.47K ﹤0.01% 432

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 $3.37T AUM 44.26% 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

High Note Wealth's DOCU Position: Q1 2026 in Review

High Note Wealth sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 64 shares — an estimated $4.38K sold.

High Note Wealth first reported a position in DOCU in Q4 2024 and held it in 5 quarters. The position peaked at $5.04K in Q4 2024. 708 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • High Note Wealth reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • High Note Wealth sold 64 DocuSign shares in Q1 2026, an estimated $4.38K.
  • High Note Wealth first reported a position in DocuSign in Q4 2024 and held it in 5 quarters.
  • High Note Wealth's DocuSign position peaked at $5.04K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.