Orion Portfolio Solutions’s DocuSign DOCU Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.29M	Buy	15,801 +3,871	+32%	+$339K	0.01%	942
2024 Q4	$1.07M	Buy	+11,930	New	+$953K	0.01%	1012
2023 Q3	–	Sell	-27,363	Closed	-$1.4M	–	1626
2023 Q2	$1.4M	Sell	27,363 -452	-2%	-$23.9K	0.01%	804
2023 Q1	$1.62M	Sell	27,815 -1,229	-4%	-$73.3K	0.02%	677
2022 Q4	$1.61M	Sell	29,044 -1,350	-4%	-$65.7K	0.06%	219
2022 Q3	$1.63M	Sell	30,394 -579	-2%	-$36.3K	0.06%	186
2022 Q2	$1.78M	Sell	30,973 -1,332	-4%	-$108K	0.07%	171
2022 Q1	$3.46M	Buy	32,305 +24,482	+313%	+$2.81M	0.12%	112
2021 Q4	$1.19M	Buy	7,823 +6,428	+461%	+$1.47M	0.04%	238
2021 Q3	$359K	Sell	1,395 -275	-16%	-$79.2K	0.01%	481
2021 Q2	$467K	Sell	1,670 -103	-6%	-$23K	0.02%	382
2021 Q1	$359K	Sell	1,773 -268	-13%	-$62.1K	0.02%	394
2020 Q4	$454K	Buy	2,041 +185	+10%	+$41.6K	0.02%	315
2020 Q3	$399K	Sell	1,856 -713	-28%	-$148K	0.02%	303
2020 Q2	$442K	Sell	2,569 -524	-17%	-$66K	0.02%	262
2020 Q1	$286K	Buy	3,093 +8	+0.3%	+$643	0.02%	264
2019 Q4	$229K	Buy	+3,085	New	+$212K	0.02%	298

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's DOCU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DocuSign (DOCU) stake by 32% in Q1 2025, buying an estimated $339K and bringing the position to 15,801 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #942.

Orion Portfolio Solutions first reported a position in DOCU in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.46M in Q1 2022. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Orion Portfolio Solutions held 15,801 shares of DocuSign worth $1.29M as of Q1 2025.
Orion Portfolio Solutions bought 3,871 DocuSign shares in Q1 2025, an estimated $339K.
DocuSign made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #942 holding.
Orion Portfolio Solutions first reported a position in DocuSign in Q4 2019 and has held it in 17 quarters since.
Orion Portfolio Solutions's DocuSign position peaked at $3.46M in Q1 2022.
806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.