Impact Partnership Wealth’s DocuSign DOCU Stock Holding History

Impact Partnership 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	$562K	Buy	+11,850	New	+$606K	0.07%	183
2025 Q4	–	Sell	-8,038	Closed	-$579K	–	392
2025 Q3	$579K	Buy	8,038 +2,363	+42%	+$182K	0.09%	143
2025 Q2	$442K	Buy	5,675 +737	+15%	+$59.6K	0.08%	155
2025 Q1	$402K	Buy	4,938 +342	+7%	+$30K	0.09%	143
2024 Q4	$413K	Buy	4,596 +223	+5%	+$17.8K	0.08%	155
2024 Q3	$271K	Sell	4,373 -22	-0.5%	-$1.23K	0.06%	187
2024 Q2	$235K	Buy	4,395 +2,284	+108%	+$129K	0.06%	187
2024 Q1	$126K	Buy	2,111 +2,110	+211,000%	+$119K	0.05%	228
2023 Q4	$31	Sell	1 -13	-93%	-$596	﹤0.01%	831
2023 Q3	$568	Buy	+14	New	+$686	﹤0.01%	931

Other funds holding DOCU

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impact Partnership Wealth's DOCU Position: Q1 2026 in Review

Impact Partnership Wealth opened a new position in DocuSign (DOCU) in Q1 2026: 11,850 shares worth $562K. The stake represents 0.07% of the portfolio and ranks #183 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in DOCU as recently as Q3 2025.

Impact Partnership Wealth first reported a position in DOCU in Q3 2023 and has held it in 10 quarters since. The position peaked at $579K in Q3 2025. 704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Impact Partnership Wealth held 11,850 shares of DocuSign worth $562K as of Q1 2026.
DocuSign was a new Impact Partnership Wealth position in Q1 2026.
DocuSign made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #183 holding.
Impact Partnership Wealth first reported a position in DocuSign in Q3 2023 and has held it in 10 quarters since.
Impact Partnership Wealth's DocuSign position peaked at $579K in Q3 2025.
704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.