Lido Advisors
DOCU

Lido Advisors’s DocuSign DOCU Stock Holding History

Lido Advisors’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
2022
Q1 		– Sell
-3,000
Closed -$456K – 1018
2021
Q4 		$456K Hold
3,000
– – 0.01% 648
2021
Q3 		$772K Hold
3,000
– – 0.01% 464
2021
Q2 		$838K Hold
3,000
– – 0.01% 418
2021
Q1 		$607K Hold
3,000
– – 0.01% 449
2020
Q4 		$666K Buy
+3,000
New +$674K 0.01% 409

Other funds holding DOCU

BlackRock
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
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 $432B 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

Lido Advisors's DOCU Position: Q1 2026 in Review

Lido Advisors opened a new position in DocuSign (DOCU) in Q1 2026: 6,344 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Lido Advisors previously reported a position in DOCU as recently as Q4 2023.

Lido Advisors first reported a position in DOCU in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.1M in Q3 2020. 704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Lido Advisors held 6,344 shares of DocuSign worth $301K as of Q1 2026.
  • DocuSign was a new Lido Advisors position in Q1 2026.
  • DocuSign made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1563 holding.
  • Lido Advisors first reported a position in DocuSign in Q1 2019 and has held it in 21 quarters since.
  • Lido Advisors's DocuSign position peaked at $2.1M in Q3 2020.
  • 704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.