Silvercrest Asset Management’s DocuSign DOCU Stock Holding History

Silvercrest Asset 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	–	Sell	-35,933	Closed	-$2.46M	–	852
2025 Q4	$2.46M	Sell	35,933 -5,834	-14%	-$403K	0.02%	514
2025 Q3	$3.01M	Buy	41,767 +917	+2%	+$70.7K	0.02%	485
2025 Q2	$3.18M	Sell	40,850 -12,739	-24%	-$1.03M	0.02%	485
2025 Q1	$4.36M	Sell	53,589 -35,497	-40%	-$3.11M	0.03%	430
2024 Q4	$8.01M	Buy	+89,086	New	+$7.11M	0.05%	340
2021 Q4	–	Sell	-1,646	Closed	-$424K	–	843
2021 Q3	$424K	Buy	+1,646	New	+$474K	﹤0.01%	704
2020 Q3	–	Sell	-1,570	Closed	-$270K	–	772
2020 Q2	$270K	Buy	+1,570	New	+$198K	﹤0.01%	667
2019 Q4	–	Sell	-27,844	Closed	-$1.72M	–	758
2019 Q3	$1.72M	Buy	+27,844	New	+$1.46M	0.01%	490
2019 Q1	–	Sell	-21,840	Closed	-$875K	–	576
2018 Q4	$875K	Buy	+21,840	New	+$918K	0.01%	351

Other funds holding DOCU

BlackRock New York $5.72T 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Silvercrest Asset Management's DOCU Position: Q1 2026 in Review

Silvercrest Asset Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 35,933 shares — an estimated $2.46M sold.

Silvercrest Asset Management first reported a position in DOCU in Q4 2018 and held it in 9 quarters. The position peaked at $8.01M in Q4 2024. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Silvercrest Asset Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
Silvercrest Asset Management sold 35,933 DocuSign shares in Q1 2026, an estimated $2.46M.
Silvercrest Asset Management first reported a position in DocuSign in Q4 2018 and held it in 9 quarters.
Silvercrest Asset Management's DocuSign position peaked at $8.01M in Q4 2024.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.