OFA
DOCU

Oak Family Advisors’s DocuSign DOCU Stock Holding History

Oak Family 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 		$71.1K Buy
+1,500
New +$76.7K 0.02% 111
2025
Q1 		– Sell
-200
Closed -$18K – 121
2024
Q4 		$18K Buy
+200
New +$16K 0.01% 122
2024
Q1 		– Sell
-2,500
Closed -$149 – 122
2023
Q4 		$149 Buy
+2,500
New +$115K ﹤0.01% 120

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

Oak Family Advisors's DOCU Position: Q1 2026 in Review

Oak Family Advisors reduced its DocuSign (DOCU) stake by 2.2% in Q1 2026, selling an estimated $113K and leaving 100,184 shares worth $4.75M. The position accounts for 1.34% of the portfolio, ranked #31.

Oak Family Advisors first reported a position in DOCU in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.51M in Q4 2024. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Oak Family Advisors held 100,184 shares of DocuSign worth $4.75M as of Q1 2026.
  • Oak Family Advisors sold 2,206 DocuSign shares in Q1 2026, an estimated $113K.
  • DocuSign made up 1.34% of Oak Family Advisors's portfolio in Q1 2026, its #31 holding.
  • Oak Family Advisors first reported a position in DocuSign in Q4 2023 and has held it in 10 quarters since.
  • Oak Family Advisors's DocuSign position peaked at $7.51M in Q4 2024.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.