Level Four Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.9M | Sell |
110,298
-11,526
| -9% | -$540K | 0.14% | 183 |
|
|
2026
Q1 | $5.78M | Buy |
121,824
+23,609
| +24% | +$1.21M | 0.19% | 152 |
|
|
2025
Q4 | $6.72M | Buy |
98,215
+4,513
| +5% | +$312K | 0.22% | 118 |
|
|
2025
Q3 | $6.75M | Sell |
93,702
-474
| -0.5% | -$36.5K | 0.23% | 110 |
|
|
2025
Q2 | $7.34M | Sell |
94,176
-6,961
| -7% | -$563K | 0.27% | 93 |
|
|
2025
Q1 | $8.23M | Sell |
101,137
-5,689
| -5% | -$498K | 0.34% | 68 |
|
|
2024
Q4 | $9.61M | Buy |
106,826
+2,370
| +2% | +$189K | 0.39% | 53 |
|
|
2024
Q3 | $7.25M | Buy |
104,456
+139
| +0.1% | +$7.79K | 0.31% | 79 |
|
|
2024
Q2 | $5.58M | Buy |
104,317
+20,256
| +24% | +$1.14M | 0.25% | 110 |
|
|
2024
Q1 | $5M | Buy |
84,061
+5,681
| +7% | +$321K | 0.27% | 88 |
|
|
2023
Q4 | $4.66M | Sell |
78,380
-13,943
| -15% | -$639K | 0.26% | 99 |
|
|
2023
Q3 | $3.88M | Buy |
92,323
+513
| +0.6% | +$25.1K | 0.25% | 105 |
|
|
2023
Q2 | $4.69M | Buy |
91,810
+24,847
| +37% | +$1.32M | 0.28% | 82 |
|
|
2023
Q1 | $3.9M | Buy |
66,963
+13,021
| +24% | +$777K | 0.26% | 93 |
|
|
2022
Q4 | $2.99M | Sell |
53,942
-11,314
| -17% | -$551K | 0.22% | 108 |
|
|
2022
Q3 | $3.49M | Buy |
65,256
+5,024
| +8% | +$315K | 0.34% | 79 |
|
|
2022
Q2 | $3.46M | Buy |
60,232
+17,704
| +42% | +$1.43M | 0.33% | 86 |
|
|
2022
Q1 | $4.56M | Buy |
42,528
+23,504
| +124% | +$2.7M | 0.36% | 70 |
|
|
2021
Q4 | $2.9M | Buy |
19,024
+11,367
| +148% | +$2.59M | 0.22% | 118 |
|
|
2021
Q3 | $1.97M | Sell |
7,657
-435
| -5% | -$125K | 0.21% | 124 |
|
|
2021
Q2 | $2.26M | Buy |
8,092
+137
| +2% | +$30.6K | 0.16% | 151 |
|
|
2021
Q1 | $1.61M | Sell |
7,955
-192
| -2% | -$44.5K | 0.13% | 182 |
|
|
2020
Q4 | $1.81M | Buy |
8,147
+784
| +11% | +$176K | 0.15% | 159 |
|
|
2020
Q3 | $1.58M | Sell |
7,363
-1,314
| -15% | -$273K | 0.12% | 170 |
|
|
2020
Q2 | $1.49M | Buy |
8,677
+783
| +10% | +$98.7K | 0.12% | 185 |
|
|
2020
Q1 | $727K | Sell |
7,894
-511
| -6% | -$41.1K | 0.09% | 254 |
|
|
2019
Q4 | $621K | Buy |
+8,405
| New | +$577K | 0.02% | 351 |
|
|
2019
Q3 | – | Sell |
-4,450
| Closed | -$221K | – | 506 |
|
|
2019
Q2 | $221K | Buy |
4,450
+85
| +2% | +$4.54K | 0.02% | 479 |
|
|
2019
Q1 | $226K | Buy |
+4,365
| New | +$223K | 0.02% | 462 |
|
|
2018
Q4 | – | Sell |
-7,165
| Closed | -$377K | – | 542 |
|
|
2018
Q3 | $377K | Buy |
7,165
+1,965
| +38% | +$111K | 0.04% | 407 |
|
|
2018
Q2 | $275K | Buy |
+5,200
| New | +$262K | 0.02% | 503 |
|
Other funds holding DOCU
Level Four Advisory Services's DOCU Position: Q2 2026 in Review
Level Four Advisory Services reduced its DocuSign (DOCU) stake by 9.5% in Q2 2026, selling an estimated $540K and leaving 110,298 shares worth $4.9M. The position accounts for 0.14% of the portfolio, ranked #183.
Level Four Advisory Services first reported a position in DOCU in Q2 2018 and has held it in 31 quarters since. The position peaked at $9.61M in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- Level Four Advisory Services held 110,298 shares of DocuSign worth $4.9M as of Q2 2026.
- Level Four Advisory Services sold 11,526 DocuSign shares in Q2 2026, an estimated $540K.
- DocuSign made up 0.14% of Level Four Advisory Services's portfolio in Q2 2026, its #183 holding.
- Level Four Advisory Services first reported a position in DocuSign in Q2 2018 and has held it in 31 quarters since.
- Level Four Advisory Services's DocuSign position peaked at $9.61M in Q4 2024.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.