Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
0
3539
2025
Q4
Hold
0
2997
2025
Q3
Hold
0
2873
2025
Q2
Hold
0
2863
2025
Q1
Hold
0
-$18K 3477
2024
Q4
Hold
0
2271

Other funds holding DOCU

MAI Capital Management's DOCU Position: Q1 2026 in Review

MAI Capital Management reduced its DocuSign (DOCU) stake by 32% in Q1 2026, selling an estimated $183K and leaving 7,490 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

MAI Capital Management first reported a position in DOCU in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.27M in Q4 2020. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • MAI Capital Management held 7,490 shares of DocuSign worth $355K as of Q1 2026.
  • MAI Capital Management sold 3,571 DocuSign shares in Q1 2026, an estimated $183K.
  • DocuSign made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1181 holding.
  • MAI Capital Management first reported a position in DocuSign in Q3 2019 and has held it in 27 quarters since.
  • MAI Capital Management's DocuSign position peaked at $4.27M in Q4 2020.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.