Performa Ltd (US)’s DocuSign DOCU Stock Holding History

Performa Ltd (US)’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 Q3	$33.6K	Hold	500	–	–	0.01%	22
2026 Q2	$22.2K	Buy	500 +75	+18%	+$3.52K	﹤0.01%	30
2026 Q1	$20.1K	Buy	+425	New	+$21.7K	﹤0.01%	25
2025 Q1	–	Sell	-25	Closed	-$2.25K	–	56
2024 Q4	$2.25K	Sell	25 -335	-93%	-$26.8K	﹤0.01%	47
2024 Q3	$22.4K	Hold	360	–	–	0.01%	27
2024 Q2	$19.3K	Hold	360	–	–	0.01%	30
2024 Q1	$21.4K	Sell	360 -40	-10%	-$2.26K	0.01%	27
2023 Q4	$23.8K	Sell	400 -425	-52%	-$19.5K	0.01%	26
2023 Q3	$34.6K	Buy	825 +275	+50%	+$13.5K	0.02%	23
2023 Q2	$28.1K	Sell	550 -75	-12%	-$3.97K	0.01%	23
2023 Q1	$36.4K	Sell	625 -725	-54%	-$43.2K	0.02%	23
2022 Q4	$74.8K	Buy	1,350 +650	+93%	+$31.6K	0.04%	18
2022 Q3	$37K	Buy	700 +325	+87%	+$20.4K	0.02%	22
2022 Q2	$22K	Buy	375 +245	+188%	+$19.8K	0.02%	21
2022 Q1	$14K	Buy	130 +114	+713%	+$13.1K	0.01%	23
2021 Q4	$2K	Buy	+16	New	+$3.65K	﹤0.01%	51

Other funds holding DOCU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Performa Ltd (US)'s DOCU Position: Q3 2026 in Review

Performa Ltd (US) held its DocuSign (DOCU) position steady in Q3 2026 at 500 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #22.

Performa Ltd (US) first reported a position in DOCU in Q4 2021 and has held it in 16 quarters since. The position peaked at $74.8K in Q4 2022. 343 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Performa Ltd (US) held 500 shares of DocuSign worth $33.6K as of Q3 2026.
Performa Ltd (US) left its DocuSign share count unchanged in Q3 2026.
DocuSign made up 0.01% of Performa Ltd (US)'s portfolio in Q3 2026, its #22 holding.
Performa Ltd (US) first reported a position in DocuSign in Q4 2021 and has held it in 16 quarters since.
Performa Ltd (US)'s DocuSign position peaked at $74.8K in Q4 2022.
343 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Performa Ltd (US)'s 13F filing for Q3 2026, filed 5 Nov 2026.