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 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Performa Ltd (US)'s DOCU Position: Q1 2026 in Review

Performa Ltd (US) opened a new position in DocuSign (DOCU) in Q1 2026: 425 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #25 among its holdings. This is a return to the name: Performa Ltd (US) previously reported a position in DOCU as recently as Q4 2024.

Performa Ltd (US) first reported a position in DOCU in Q4 2021 and has held it in 14 quarters since. The position peaked at $74.8K in Q4 2022. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Performa Ltd (US) held 425 shares of DocuSign worth $20.1K as of Q1 2026.
DocuSign was a new Performa Ltd (US) position in Q1 2026.
DocuSign made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q1 2026, its #25 holding.
Performa Ltd (US) first reported a position in DocuSign in Q4 2021 and has held it in 14 quarters since.
Performa Ltd (US)'s DocuSign position peaked at $74.8K in Q4 2022.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.