Silver Lake Advisory’s DocuSign DOCU Stock Holding History

Silver Lake Advisory’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 Q2	$3.95M	Sell	89,012 -2,375	-3%	-$111K	1.41%	24
2026 Q1	$4.33M	Buy	91,387 +40,770	+81%	+$2.09M	1.72%	20
2025 Q4	$3.46M	Buy	50,617 +9,015	+22%	+$623K	1.34%	26
2025 Q3	$3M	Buy	41,602 +420	+1%	+$32.4K	1.19%	32
2025 Q2	$3.21M	Buy	41,182 +975	+2%	+$78.9K	1.37%	24
2025 Q1	$3.27M	Buy	40,207 +660	+2%	+$57.8K	1.43%	26
2024 Q4	$3.56M	Buy	39,547 +1,907	+5%	+$152K	1.56%	25
2024 Q3	$2.34M	Buy	+37,640	New	+$2.11M	0.96%	40

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Silver Lake Advisory's DOCU Position: Q2 2026 in Review

Silver Lake Advisory reduced its DocuSign (DOCU) stake by 2.6% in Q2 2026, selling an estimated $111K and leaving 89,012 shares worth $3.95M. The position accounts for 1.41% of the portfolio, ranked #24.

Silver Lake Advisory first reported a position in DOCU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.33M in Q1 2026. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Silver Lake Advisory held 89,012 shares of DocuSign worth $3.95M as of Q2 2026.
Silver Lake Advisory sold 2,375 DocuSign shares in Q2 2026, an estimated $111K.
DocuSign made up 1.41% of Silver Lake Advisory's portfolio in Q2 2026, its #24 holding.
Silver Lake Advisory first reported a position in DocuSign in Q3 2024 and has held it in 8 quarters since.
Silver Lake Advisory's DocuSign position peaked at $4.33M in Q1 2026.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.