SAM
DOCU

Smartleaf Asset Management’s DocuSign DOCU Stock Holding History

Smartleaf 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 		$35.2K Buy
744
+78
+12% +$3.99K ﹤0.01% 1652
2025
Q4 		$46K Sell
666
-1,738
-72% -$120K ﹤0.01% 1598
2025
Q3 		$197K Buy
2,404
+235
+11% +$18.1K 0.01% 738
2025
Q2 		$166K Buy
2,169
+165
+8% +$13.3K 0.01% 642
2025
Q1 		$167K Sell
2,004
-200
-9% -$17.5K 0.02% 631
2024
Q4 		$202K Buy
2,204
+1,954
+782% +$156K 0.02% 538
2024
Q3 		$15.4K Buy
250
+79
+46% +$4.43K ﹤0.01% 1499
2024
Q2 		$9.01K Buy
171
+157
+1,121% +$8.86K ﹤0.01% 1465
2024
Q1 		$829 Sell
14
-17
-55% -$960 ﹤0.01% 1652
2023
Q4 		$1.87K Buy
+31
New +$1.42K ﹤0.01% 976

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