I
DOCU

InceptionR’s DocuSign DOCU Stock Holding History

InceptionR’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 		$392K Sell
8,263
-8,630
-51% -$442K 0.09% 396
2025
Q4 		$1.16M Sell
16,893
-2,641
-14% -$183K 0.32% 69
2025
Q3 		$1.41M Buy
19,534
+8,605
+79% +$663K 0.34% 61
2025
Q2 		$851K Buy
10,929
+3,479
+47% +$281K 0.2% 188
2025
Q1 		$606K Buy
+7,450
New +$653K 0.18% 228
2024
Q1 		– Sell
-3,874
Closed -$230K – 617
2023
Q4 		$230K Sell
3,874
-3,705
-49% -$170K 0.16% 281
2023
Q3 		$318K Sell
7,579
-300
-4% -$14.7K 0.18% 245
2023
Q2 		$403K Sell
7,879
-6,173
-44% -$327K 0.21% 197
2023
Q1 		$819K Buy
14,052
+8,041
+134% +$480K 0.26% 143
2022
Q4 		$333K Buy
+6,011
New +$293K 0.18% 255

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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