MA
DOCU

Modus Advisors’s DocuSign DOCU Stock Holding History

Modus 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
2026
Q1 		– Sell
-400
Closed -$27.4K – 170
2025
Q4 		$27.4K Buy
+400
New +$27.7K 0.01% 216
2025
Q1 		– Sell
-400
Closed -$36K – 154
2024
Q4 		$36K Buy
+400
New +$31.9K 0.01% 168
2023
Q2 		– Sell
-4,013
Closed -$234K – 102
2023
Q1 		$234K Hold
4,013
– – 0.11% 95
2022
Q4 		$222K Sell
4,013
-454
-10% -$22.1K 0.11% 94
2022
Q3 		$239K Sell
4,467
-7,144
-62% -$448K 0.13% 88
2022
Q2 		$666K Sell
11,611
-84
-0.7% -$6.8K 0.34% 63
2022
Q1 		$1.25M Buy
11,695
+1,579
+16% +$181K 0.55% 55
2021
Q4 		$1.54M Buy
10,116
+376
+4% +$85.7K 0.66% 51
2021
Q3 		$2.51M Sell
9,740
-120
-1% -$34.6K 1.08% 31
2021
Q2 		$2.76M Buy
9,860
+33
+0.3% +$7.38K 1.16% 29
2021
Q1 		$1.99M Buy
9,827
+531
+6% +$123K 0.92% 36
2020
Q4 		$2.07M Sell
9,296
-273
-3% -$61.3K 1.07% 30
2020
Q3 		$2.06M Sell
9,569
-3,377
-26% -$701K 1.18% 28
2020
Q2 		$2.23M Sell
12,946
-149
-1% -$18.8K 1.45% 24
2020
Q1 		$1.21M Sell
13,095
-50
-0.4% -$4.02K 1.12% 20
2019
Q4 		$974K Buy
+13,145
New +$903K 0.77% 26

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

Modus Advisors's DOCU Position: Q1 2026 in Review

Modus Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 400 shares — an estimated $27.4K sold.

Modus Advisors first reported a position in DOCU in Q4 2019 and held it in 16 quarters. The position peaked at $2.76M in Q2 2021. 704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Modus Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 400 DocuSign shares in Q1 2026, an estimated $27.4K.
  • Modus Advisors first reported a position in DocuSign in Q4 2019 and held it in 16 quarters.
  • Modus Advisors's DocuSign position peaked at $2.76M in Q2 2021.
  • 704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.