PA
DOCU

Pinnacle Associates’s DocuSign DOCU Stock Holding History

Pinnacle Associates’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 		$258K Buy
5,452
+662
+14% +$33.9K ﹤0.01% 842
2025
Q4 		$328K Buy
4,790
+1,097
+30% +$75.9K ﹤0.01% 757
2025
Q3 		$266K Sell
3,693
-220
-6% -$17K ﹤0.01% 785
2025
Q2 		$305K Buy
3,913
+665
+20% +$53.8K ﹤0.01% 732
2025
Q1 		$264K Sell
3,248
-10
-0.3% -$876 ﹤0.01% 744
2024
Q4 		$293K Sell
3,258
-4,309
-57% -$344K ﹤0.01% 724
2024
Q3 		$450K Buy
7,567
+2,558
+51% +$143K 0.01% 588
2024
Q2 		$268K Sell
5,009
-1,630
-25% -$91.9K ﹤0.01% 714
2024
Q1 		$395K Sell
6,639
-928
-12% -$52.4K 0.01% 637
2023
Q4 		$450K Sell
7,567
-519
-6% -$23.8K 0.01% 596
2023
Q3 		$340K Sell
8,086
-181
-2% -$8.87K 0.01% 640
2023
Q2 		$422K Buy
8,267
+1,765
+27% +$93.5K 0.01% 600
2023
Q1 		$379K Buy
6,502
+1,578
+32% +$94.1K 0.01% 576
2022
Q4 		$273K Sell
4,924
-12,010
-71% -$585K 0.01% 634
2022
Q3 		$905K Sell
16,934
-3,220
-16% -$202K 0.02% 412
2022
Q2 		$1.16M Sell
20,154
-22,225
-52% -$1.8M 0.03% 374
2022
Q1 		$4.54M Buy
42,379
+39,923
+1,626% +$4.58M 0.08% 234
2021
Q4 		$374K Buy
+2,456
New +$560K 0.01% 620

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