SCA
DOCU

Snowden Capital Advisors’s DocuSign DOCU Stock Holding History

Snowden Capital Advisors’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 		$243K Sell
5,120
-164
-3% -$8.39K 0.01% 1118
2025
Q4 		$361K Sell
5,284
-308
-6% -$21.3K 0.01% 972
2025
Q3 		$403K Buy
5,592
+111
+2% +$8.55K 0.01% 885
2025
Q2 		$427K Sell
5,481
-525
-9% -$42.5K 0.01% 843
2025
Q1 		$489K Sell
6,006
-67
-1% -$5.87K 0.02% 749
2024
Q4 		$546K Buy
+6,073
New +$485K 0.02% 741
2023
Q3 		– Sell
-6,660
Closed -$340K – 1082
2023
Q2 		$340K Sell
6,660
-479
-7% -$25.4K 0.01% 906
2023
Q1 		$416K Buy
7,139
+413
+6% +$24.6K 0.02% 811
2022
Q4 		$373K Buy
6,726
+138
+2% +$6.72K 0.02% 843
2022
Q3 		$352K Buy
6,588
+508
+8% +$31.8K 0.02% 823
2022
Q2 		$348K Buy
6,080
+3,159
+108% +$256K 0.02% 798
2022
Q1 		$312K Buy
2,921
+2,377
+437% +$273K 0.01% 804
2021
Q4 		$82K Sell
544
-2,598
-83% -$592K ﹤0.01% 899
2021
Q3 		$809K Buy
3,142
+993
+46% +$286K 0.04% 411
2021
Q2 		$601K Sell
2,149
-148
-6% -$33.1K 0.03% 489
2021
Q1 		$465K Buy
2,297
+253
+12% +$58.7K 0.03% 514
2020
Q4 		$454K Sell
2,044
-75
-4% -$16.8K 0.03% 455
2020
Q3 		$456K Buy
2,119
+866
+69% +$180K 0.04% 403
2020
Q2 		$216K Buy
+1,253
New +$158K 0.02% 516

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