P
DOCU

&Partners’s DocuSign DOCU Stock Holding History

&Partners’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 		$662K Sell
13,965
-2,963
-18% -$152K ﹤0.01% 1538
2025
Q4 		$1.14M Sell
16,928
-9,259
-35% -$640K 0.01% 1142
2025
Q3 		$1.89M Sell
26,187
-34
-0.1% -$2.62K 0.01% 782
2025
Q2 		$2.04M Buy
26,221
+7,423
+39% +$600K 0.02% 663
2025
Q1 		$1.56M Buy
18,798
+4,011
+27% +$351K 0.02% 636
2024
Q4 		$1.33M Buy
14,787
+4,274
+41% +$341K 0.02% 646
2024
Q3 		$646K Buy
10,513
+2,901
+38% +$163K 0.01% 750
2024
Q2 		$403K Buy
+7,612
New +$429K 0.02% 614
2022
Q3 		– Sell
-5,025
Closed -$288K – 187
2022
Q2 		$288K Buy
5,025
+135
+3% +$10.9K 0.17% 125
2022
Q1 		$524K Sell
4,890
-119
-2% -$13.7K 0.29% 86
2021
Q4 		$763K Hold
5,009
– – 0.46% 52
2021
Q3 		$1.29M Sell
5,009
-35
-0.7% -$10.1K 0.82% 29
2021
Q2 		$1.41M Buy
5,044
+9
+0.2% +$2.01K 0.91% 25
2021
Q1 		$1.02M Hold
5,035
– – 0.74% 36
2020
Q4 		$1.12M Sell
5,035
-81
-2% -$18.2K 0.94% 28
2020
Q3 		$1.1M Sell
5,116
-6,999
-58% -$1.45M 1.12% 21
2020
Q2 		$2.09M Buy
12,115
+50
+0.4% +$6.3K 2.52% 7
2020
Q1 		$1.11M Buy
12,065
+870
+8% +$70K 1.74% 13
2019
Q4 		$830K Buy
11,195
+455
+4% +$31.3K 0.99% 28
2019
Q3 		$665K Sell
10,740
-1,585
-13% -$83K 0.86% 33
2019
Q2 		$613K Buy
+12,325
New +$658K 0.85% 37

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

&Partners's DOCU Position: Q1 2026 in Review

&Partners reduced its DocuSign (DOCU) stake by 18% in Q1 2026, selling an estimated $152K and leaving 13,965 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

&Partners first reported a position in DOCU in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.09M in Q2 2020. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • &Partners held 13,965 shares of DocuSign worth $662K as of Q1 2026.
  • &Partners sold 2,963 DocuSign shares in Q1 2026, an estimated $152K.
  • DocuSign made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1538 holding.
  • &Partners first reported a position in DocuSign in Q2 2019 and has held it in 21 quarters since.
  • &Partners's DocuSign position peaked at $2.09M in Q2 2020.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.