LMR Partners’s DocuSign DOCU Stock Holding History

LMR Partners’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	-4,500	Closed	-$308K	–	1576
2025 Q4	$308K	Sell	4,500 -7,800	-63%	-$539K	﹤0.01%	1206
2025 Q3	$887K	Hold	12,300	–	–	﹤0.01%	970
2025 Q2	$958K	Sell	12,300 -17,300	-58%	-$1.4M	0.01%	806
2025 Q1	$2.41M	Sell	29,600 -92,100	-76%	-$8.07M	0.02%	632
2024 Q4	$10.9M	Buy	121,700 +39,000	+47%	+$3.11M	0.09%	228
2024 Q3	$5.13M	Hold	82,700	–	–	0.04%	360
2024 Q2	$4.42M	Buy	82,700 +57,400	+227%	+$3.24M	0.04%	358
2024 Q1	$1.51M	Buy	+25,300	New	+$1.43M	0.02%	607

Other funds holding DOCU

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMR Partners's DOCU Position: Q1 2026 in Review

LMR Partners increased its DocuSign (DOCU) stake by 349% in Q1 2026, buying an estimated $800K and bringing the position to 20,110 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

LMR Partners first reported a position in DOCU in Q2 2020 and has held it in 15 quarters since. The position peaked at $12.2M in Q2 2024. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

LMR Partners held 20,110 shares of DocuSign worth $953K as of Q1 2026.
LMR Partners bought 15,629 DocuSign shares in Q1 2026, an estimated $800K.
DocuSign made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #988 holding.
LMR Partners first reported a position in DocuSign in Q2 2020 and has held it in 15 quarters since.
LMR Partners's DocuSign position peaked at $12.2M in Q2 2024.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.