SCM
DOCU

Shelton Capital Management’s DocuSign DOCU Stock Holding History

Shelton Capital 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 		$320K Hold
6,741
– – 0.01% 489
2025
Q4 		$461K Sell
6,741
-425
-6% -$29.4K 0.01% 364
2025
Q3 		$517K Sell
7,166
-1,200
-14% -$92.5K 0.01% 346
2025
Q2 		$652K Sell
8,366
-67
-0.8% -$5.42K 0.02% 303
2025
Q1 		$686K Buy
8,433
+845
+11% +$74K 0.02% 293
2024
Q4 		$682K Buy
+7,588
New +$606K 0.02% 299
2022
Q4 		– Sell
-17,109
Closed -$915K – 691
2022
Q3 		$915K Hold
17,109
– – 0.04% 247
2022
Q2 		$982K Hold
17,109
– – 0.04% 259
2022
Q1 		$1.83M Buy
17,109
+1,026
+6% +$118K 0.07% 235
2021
Q4 		$2.45M Hold
16,083
– – 0.09% 220
2021
Q3 		$4.14M Buy
16,083
+1,057
+7% +$305K 0.16% 147
2021
Q2 		$4.2M Hold
15,026
– – 0.16% 142
2021
Q1 		$3.04M Buy
15,026
+1,583
+12% +$367K 0.11% 187
2020
Q4 		$2.99M Hold
13,443
– – 0.14% 158
2020
Q3 		$2.89M Buy
+13,443
New +$2.79M 0.12% 191

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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