SA
DOCU

Strategic Advocates’s DocuSign DOCU Stock Holding History

Strategic Advocates’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
-694
Closed -$47.9K – 352
2025
Q4 		$47.9K Hold
694
– – 0.01% 203
2025
Q3 		$50K Buy
+694
New +$53.5K 0.01% 203
2024
Q1 		– Sell
-14,663
Closed -$872K – 136
2023
Q4 		$872K Buy
14,663
+8,059
+122% +$370K 0.37% 53
2023
Q3 		$277K Buy
+6,604
New +$324K 0.13% 110

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Advocates's DOCU Position: Q1 2026 in Review

Strategic Advocates sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 694 shares — an estimated $47.9K sold.

Strategic Advocates first reported a position in DOCU in Q3 2023 and held it in 4 quarters. The position peaked at $872K in Q4 2023. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Strategic Advocates reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 694 DocuSign shares in Q1 2026, an estimated $47.9K.
  • Strategic Advocates first reported a position in DocuSign in Q3 2023 and held it in 4 quarters.
  • Strategic Advocates's DocuSign position peaked at $872K in Q4 2023.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.