KIA
DOCU

Knollwood Investment Advisory’s DocuSign DOCU Stock Holding History

Knollwood Investment Advisory’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
-3,301
Closed -$226K – 307
2025
Q4 		$226K Hold
3,301
– – 0.02% 311
2025
Q3 		$238K Hold
3,301
– – 0.02% 332
2025
Q2 		$257K Hold
3,301
– – 0.02% 326
2025
Q1 		$269K Hold
3,301
– – 0.03% 322
2024
Q4 		$297K Hold
3,301
– – 0.03% 319
2024
Q3 		$205K Buy
+3,301
New +$185K 0.02% 353

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's DOCU Position: Q1 2026 in Review

Knollwood Investment Advisory sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,301 shares — an estimated $226K sold.

Knollwood Investment Advisory first reported a position in DOCU in Q3 2024 and held it in 6 quarters. The position peaked at $297K in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Knollwood Investment Advisory reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 3,301 DocuSign shares in Q1 2026, an estimated $226K.
  • Knollwood Investment Advisory first reported a position in DocuSign in Q3 2024 and held it in 6 quarters.
  • Knollwood Investment Advisory's DocuSign position peaked at $297K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.