PS
DOCU

Principal Securities’s DocuSign DOCU Stock Holding History

Principal Securities’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
-11,694
Closed -$800K – 1427
2025
Q4 		$800K Buy
11,694
+912
+8% +$63.1K 0.01% 770
2025
Q3 		$777K Buy
10,782
+1,473
+16% +$114K 0.01% 749
2025
Q2 		$725K Buy
9,309
+903
+11% +$73K 0.01% 711
2025
Q1 		$756K Hold
8,406
– – 0.02% 643
2024
Q4 		$756K Buy
8,406
+2,890
+52% +$231K 0.02% 638
2024
Q3 		$342K Buy
5,516
+3,849
+231% +$216K 0.01% 884
2024
Q2 		$89.2K Sell
1,667
-228
-12% -$12.9K ﹤0.01% 1382
2024
Q1 		$113K Sell
1,895
-479
-20% -$27K ﹤0.01% 1233
2023
Q4 		$141K Buy
+2,374
New +$109K 0.01% 1062

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

Principal Securities's DOCU Position: Q1 2026 in Review

Principal Securities sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 11,694 shares — an estimated $800K sold.

Principal Securities first reported a position in DOCU in Q4 2023 and held it in 9 quarters. The position peaked at $800K in Q4 2025. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Principal Securities reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 11,694 DocuSign shares in Q1 2026, an estimated $800K.
  • Principal Securities first reported a position in DocuSign in Q4 2023 and held it in 9 quarters.
  • Principal Securities's DocuSign position peaked at $800K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.