PP
DOCU

Patten & Patten’s DocuSign DOCU Stock Holding History

Patten & Patten’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 		– Sell
-3,971
Closed -$272K – 340
2025
Q4 		$272K Sell
3,971
-293
-7% -$20.3K 0.02% 302
2025
Q3 		$307K Sell
4,264
-205
-5% -$15.8K 0.02% 288
2025
Q2 		$348K Sell
4,469
-1,080
-19% -$87.4K 0.02% 253
2025
Q1 		$452K Sell
5,549
-560
-9% -$49K 0.03% 234
2024
Q4 		$549K Sell
6,109
-900
-13% -$71.9K 0.04% 210
2024
Q3 		$435K Sell
7,009
-5,201
-43% -$291K 0.03% 229
2024
Q2 		$653K Sell
12,210
-325
-3% -$18.3K 0.05% 191
2024
Q1 		$746K Sell
12,535
-3,071
-20% -$173K 0.05% 182
2023
Q4 		$928K Sell
15,606
-2,440
-14% -$112K 0.08% 154
2023
Q3 		$758K Sell
18,046
-1,900
-10% -$93.1K 0.07% 165
2023
Q2 		$1.02M Sell
19,946
-200
-1% -$10.6K 0.08% 144
2023
Q1 		$1.17M Sell
20,146
-2,785
-12% -$166K 0.1% 130
2022
Q4 		$1.27M Sell
22,931
-7,453
-25% -$363K 0.12% 124
2022
Q3 		$1.63M Sell
30,384
-675
-2% -$42.3K 0.15% 102
2022
Q2 		$1.78M Sell
31,059
-1,554
-5% -$126K 0.16% 97
2022
Q1 		$3.49M Sell
32,613
-70
-0.2% -$8.03K 0.26% 81
2021
Q4 		$4.98M Sell
32,683
-84
-0.3% -$19.2K 0.34% 74
2021
Q3 		$8.44M Sell
32,767
-1,210
-4% -$349K 0.64% 47
2021
Q2 		$9.5M Sell
33,977
-5,935
-15% -$1.33M 0.72% 45
2021
Q1 		$8.08M Sell
39,912
-4,050
-9% -$939K 0.66% 46
2020
Q4 		$9.77M Sell
43,962
-838
-2% -$188K 0.85% 36
2020
Q3 		$9.64M Sell
44,800
-325
-0.7% -$67.5K 0.96% 30
2020
Q2 		$7.77M Buy
45,125
+58
+0.1% +$7.31K 0.85% 34
2020
Q1 		$4.16M Buy
45,067
+19,237
+74% +$1.55M 0.55% 46
2019
Q4 		$1.91M Buy
25,830
+187
+0.7% +$12.8K 0.19% 97
2019
Q3 		$1.59M Buy
25,643
+21,613
+536% +$1.13M 0.17% 99
2019
Q2 		$200K Buy
+4,030
New +$215K 0.02% 232

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patten & Patten's DOCU Position: Q1 2026 in Review

Patten & Patten sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,971 shares — an estimated $272K sold.

Patten & Patten first reported a position in DOCU in Q2 2019 and held it in 27 quarters. The position peaked at $9.77M in Q4 2020. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Patten & Patten reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Patten & Patten sold 3,971 DocuSign shares in Q1 2026, an estimated $272K.
  • Patten & Patten first reported a position in DocuSign in Q2 2019 and held it in 27 quarters.
  • Patten & Patten's DocuSign position peaked at $9.77M in Q4 2020.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.