PTC
DOCU

Private Trust Company’s DocuSign DOCU Stock Holding History

Private Trust Company’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 		$21.5K Sell
453
-219
-33% -$11.2K ﹤0.01% 1666
2025
Q4 		$46K Buy
672
+25
+4% +$1.73K ﹤0.01% 1327
2025
Q3 		$46.6K Sell
647
-41
-6% -$3.16K ﹤0.01% 1297
2025
Q2 		$53.6K Buy
688
+11
+2% +$890 0.01% 1196
2025
Q1 		$55.1K Buy
677
+162
+31% +$14.2K 0.01% 1157
2024
Q4 		$46.3K Hold
515
– – ﹤0.01% 1196
2024
Q3 		$32K Hold
515
– – ﹤0.01% 1298
2024
Q2 		$27.6K Buy
515
+300
+140% +$16.9K ﹤0.01% 1331
2024
Q1 		$12.8K Sell
215
-677
-76% -$38.2K ﹤0.01% 1578
2023
Q4 		$53K Buy
892
+105
+13% +$4.82K 0.01% 1038
2023
Q3 		$33.1K Hold
787
– – ﹤0.01% 1160
2023
Q2 		$40.2K Buy
787
+203
+35% +$10.8K 0.01% 1116
2023
Q1 		$34K Buy
584
+484
+484% +$28.9K ﹤0.01% 1126
2022
Q4 		$6K Sell
100
-725
-88% -$35.3K ﹤0.01% 1732
2022
Q3 		$44K Sell
825
-17
-2% -$1.07K 0.01% 919
2022
Q2 		$48K Buy
+842
New +$68.2K 0.01% 935

Other funds holding DOCU

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return