SFP
DOCU

Sandbox Financial Partners’s DocuSign DOCU Stock Holding History

Sandbox Financial Partners’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
-4,494
Closed -$307K – 119
2025
Q4 		$307K Hold
4,494
– – 0.09% 89
2025
Q3 		$324K Hold
4,494
– – 0.09% 91
2025
Q2 		$350K Buy
+4,494
New +$364K 0.11% 82
2021
Q4 		– Sell
-1,093
Closed -$281K – 111
2021
Q3 		$281K Sell
1,093
-246
-18% -$70.9K 0.2% 69
2021
Q2 		$374K Buy
1,339
+27
+2% +$6.04K 0.28% 47
2021
Q1 		$270K Buy
1,312
+152
+13% +$35.2K 0.22% 59
2020
Q4 		$258K Buy
+1,160
New +$261K 0.24% 58

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Capital World Investors
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State Street
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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

Sandbox Financial Partners's DOCU Position: Q1 2026 in Review

Sandbox Financial Partners sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,494 shares — an estimated $307K sold.

Sandbox Financial Partners first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $374K in Q2 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Sandbox Financial Partners reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Sandbox Financial Partners sold 4,494 DocuSign shares in Q1 2026, an estimated $307K.
  • Sandbox Financial Partners first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
  • Sandbox Financial Partners's DocuSign position peaked at $374K in Q2 2021.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.