Pathstone Holdings
DOCU

Pathstone Holdings’s DocuSign DOCU Stock Holding History

Pathstone Holdings’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 		$3.95M Buy
83,414
+8,400
+11% +$430K 0.02% 675
2025
Q4 		$5.13M Sell
75,014
-65,956
-47% -$4.56M 0.02% 553
2025
Q3 		$10.2M Sell
140,970
-2,070
-1% -$160K 0.04% 333
2025
Q2 		$11.1M Sell
143,040
-35
-0% -$2.83K 0.04% 294
2025
Q1 		$11.6M Buy
143,075
+2,018
+1% +$177K 0.05% 292
2024
Q4 		$12.7M Buy
141,057
+3,714
+3% +$297K 0.06% 241
2024
Q3 		$8.53M Buy
137,343
+5,519
+4% +$309K 0.04% 382
2024
Q2 		$7.05M Buy
131,824
+331
+0.3% +$18.7K 0.03% 414
2024
Q1 		$7.83M Buy
131,493
+1,012
+0.8% +$57.1K 0.04% 380
2023
Q4 		$7.76M Buy
+130,481
New +$5.98M 0.04% 314

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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