Occudo Quantitative Strategies’s DocuSign DOCU Stock Holding History

Occudo Quantitative Strategies’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	$2.28M	Buy	+49,475	New	+$2.53M	0.12%	237
2025 Q3	–	Sell	-4,837	Closed	-$377K	–	716
2025 Q2	$377K	Buy	+4,837	New	+$391K	0.04%	411
2025 Q1	–	Sell	-12,113	Closed	-$1.09M	–	710
2024 Q4	$1.09M	Buy	+12,113	New	+$967K	0.2%	144
2024 Q1	–	Sell	-10,800	Closed	-$642K	–	803
2023 Q4	$642K	Sell	10,800 -2,563	-19%	-$118K	0.09%	313
2023 Q3	$561K	Buy	+13,363	New	+$655K	0.07%	450
2022 Q4	–	Sell	-119,158	Closed	-$6.37M	–	1063
2022 Q3	$6.37M	Buy	119,158 +36,977	+45%	+$2.32M	0.5%	15
2022 Q2	$4.72M	Buy	82,181 +29,139	+55%	+$2.36M	0.39%	39
2022 Q1	$5.68M	Buy	+53,042	New	+$6.09M	0.48%	20
2021 Q4	–	Sell	-6,144	Closed	-$1.58M	–	1106
2021 Q3	$1.58M	Buy	6,144 +350	+6%	+$101K	0.19%	134
2021 Q2	$1.62M	Buy	5,794 +4,337	+298%	+$970K	0.25%	100
2021 Q1	$295K	Sell	1,457 -2,881	-66%	-$668K	0.06%	497
2020 Q4	$964K	Buy	+4,338	New	+$974K	0.3%	64

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

Occudo Quantitative Strategies's DOCU Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in DocuSign (DOCU) in Q1 2026: 49,475 shares worth $2.28M. The stake represents 0.12% of the portfolio and ranks #237 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in DOCU as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in DOCU in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.37M in Q3 2022. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Occudo Quantitative Strategies held 49,475 shares of DocuSign worth $2.28M as of Q1 2026.
DocuSign was a new Occudo Quantitative Strategies position in Q1 2026.
DocuSign made up 0.12% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #237 holding.
Occudo Quantitative Strategies first reported a position in DocuSign in Q4 2020 and has held it in 12 quarters since.
Occudo Quantitative Strategies's DocuSign position peaked at $6.37M in Q3 2022.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.