LC
DOCU

Lindbrook Capital’s DocuSign DOCU Stock Holding History

Lindbrook Capital’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
2025
Q1 		$110K Buy
1,351
+807
+148% +$70.7K 0.01% 635
2024
Q4 		$48.9K Buy
544
+11
+2% +$878 ﹤0.01% 817
2024
Q3 		$33.1K Buy
533
+93
+21% +$5.21K ﹤0.01% 1014
2024
Q2 		$23.5K Buy
440
+14
+3% +$790 ﹤0.01% 1153
2024
Q1 		$25.4K Buy
426
+97
+29% +$5.48K ﹤0.01% 1090
2023
Q4 		$19.5K Sell
329
-455
-58% -$20.9K ﹤0.01% 1194
2023
Q3 		$32.9K Buy
784
+193
+33% +$9.46K ﹤0.01% 833
2023
Q2 		$30.2K Sell
591
-76
-11% -$4.03K ﹤0.01% 896
2023
Q1 		$38.9K Sell
667
-60
-8% -$3.58K ﹤0.01% 790
2022
Q4 		$40.3K Buy
727
+378
+108% +$18.4K 0.01% 773
2022
Q3 		$19K Sell
349
-10
-3% -$627 ﹤0.01% 1004
2022
Q2 		$21K Sell
359
-269
-43% -$21.8K ﹤0.01% 946
2022
Q1 		$67K Buy
628
+129
+26% +$14.8K 0.01% 586
2021
Q4 		$76K Buy
499
+177
+55% +$40.4K 0.01% 576
2021
Q3 		$83K Buy
322
+19
+6% +$5.47K 0.02% 306
2021
Q2 		$85K Buy
303
+99
+49% +$22.1K 0.02% 322
2021
Q1 		$41K Sell
204
-49
-19% -$11.4K 0.01% 507
2020
Q4 		$56K Buy
253
+170
+205% +$38.2K 0.01% 369
2020
Q3 		$18K Buy
83
+34
+69% +$7.06K 0.01% 641
2020
Q2 		$8K Buy
49
+25
+104% +$3.15K ﹤0.01% 895
2020
Q1 		$2K Sell
24
-226
-90% -$18.2K ﹤0.01% 1277
2019
Q4 		$19K Hold
250
– – 0.01% 751
2019
Q3 		$15K Buy
+250
New +$13.1K 0.01% 785

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lindbrook Capital's DOCU Position: Q1 2025 in Review

Lindbrook Capital increased its DocuSign (DOCU) stake by 148% in Q1 2025, buying an estimated $70.7K and bringing the position to 1,351 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #635.

Lindbrook Capital first reported a position in DOCU in Q3 2019 and has held it in 23 quarters since. 808 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Lindbrook Capital held 1,351 shares of DocuSign worth $110K as of Q1 2025.
  • Lindbrook Capital bought 807 DocuSign shares in Q1 2025, an estimated $70.7K.
  • DocuSign made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #635 holding.
  • Lindbrook Capital first reported a position in DocuSign in Q3 2019 and has held it in 23 quarters since.
  • 808 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.