Perigon Wealth Management’s DocuSign DOCU Stock Holding History

Perigon Wealth Management’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	-3,023	Closed	-$207K	–	1326
2025 Q4	$207K	Buy	+3,023	New	+$209K	﹤0.01%	1237
2022 Q2	–	Sell	-2,576	Closed	-$276K	–	585
2022 Q1	$276K	Sell	2,576 -487	-16%	-$55.9K	0.02%	487
2021 Q4	$467K	Buy	3,063 +790	+35%	+$180K	0.03%	360
2021 Q3	$585K	Buy	2,273 +442	+24%	+$127K	0.05%	278
2021 Q2	$512K	Sell	1,831 -573	-24%	-$128K	0.05%	308
2021 Q1	$487K	Buy	2,404 +1,344	+127%	+$312K	0.05%	296
2020 Q4	$236K	Sell	1,060 -474	-31%	-$106K	0.03%	366
2020 Q3	$330K	Buy	+1,534	New	+$318K	0.05%	283

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Perigon Wealth Management's DOCU Position: Q1 2026 in Review

Perigon Wealth Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,023 shares — an estimated $207K sold.

Perigon Wealth Management first reported a position in DOCU in Q3 2020 and held it in 8 quarters. The position peaked at $585K in Q3 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Perigon Wealth Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 3,023 DocuSign shares in Q1 2026, an estimated $207K.
Perigon Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 8 quarters.
Perigon Wealth Management's DocuSign position peaked at $585K in Q3 2021.
707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.