JSW
DOCU

Journey Strategic Wealth’s DocuSign DOCU Stock Holding History

Journey Strategic 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 		$395K Buy
8,336
+3,866
+86% +$198K 0.01% 421
2025
Q4 		$306K Buy
4,470
+155
+4% +$10.7K 0.01% 502
2025
Q3 		$311K Sell
4,315
-15
-0.3% -$1.16K 0.01% 464
2025
Q2 		$337K Sell
4,330
-775
-15% -$62.7K 0.01% 388
2025
Q1 		$416K Buy
5,105
+302
+6% +$26.5K 0.01% 265
2024
Q4 		$432K Buy
4,803
+889
+23% +$71K 0.02% 250
2024
Q3 		$243K Buy
+3,914
New +$219K 0.01% 400

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

Journey Strategic Wealth's DOCU Position: Q1 2026 in Review

Journey Strategic Wealth increased its DocuSign (DOCU) stake by 86% in Q1 2026, buying an estimated $198K and bringing the position to 8,336 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #421.

Journey Strategic Wealth first reported a position in DOCU in Q3 2024 and has held it in 7 quarters since. The position peaked at $432K in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Journey Strategic Wealth held 8,336 shares of DocuSign worth $395K as of Q1 2026.
  • Journey Strategic Wealth bought 3,866 DocuSign shares in Q1 2026, an estimated $198K.
  • DocuSign made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #421 holding.
  • Journey Strategic Wealth first reported a position in DocuSign in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's DocuSign position peaked at $432K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.