SIA
DOCU

Strategic Investment Advisors’s DocuSign DOCU Stock Holding History

Strategic Investment 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 		$135K Sell
2,856
-338
-11% -$17.3K 0.01% 346
2025
Q4 		$218K Sell
3,194
-737
-19% -$51K 0.02% 230
2025
Q3 		$283K Sell
3,931
-168
-4% -$12.9K 0.03% 218
2025
Q2 		$319K Buy
+4,099
New +$332K 0.03% 202

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $432B 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

Strategic Investment Advisors's DOCU Position: Q1 2026 in Review

Strategic Investment Advisors reduced its DocuSign (DOCU) stake by 11% in Q1 2026, selling an estimated $17.3K and leaving 2,856 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #346.

Strategic Investment Advisors first reported a position in DOCU in Q2 2025 and has held it in 4 quarters since. The position peaked at $319K in Q2 2025. 705 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Strategic Investment Advisors held 2,856 shares of DocuSign worth $135K as of Q1 2026.
  • Strategic Investment Advisors sold 338 DocuSign shares in Q1 2026, an estimated $17.3K.
  • DocuSign made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #346 holding.
  • Strategic Investment Advisors first reported a position in DocuSign in Q2 2025 and has held it in 4 quarters since.
  • Strategic Investment Advisors's DocuSign position peaked at $319K in Q2 2025.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.