SS
DOCU

Sunbelt Securities’s DocuSign DOCU Stock Holding History

Sunbelt Securities’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 		$131K Sell
2,757
-100
-4% -$5.12K 0.01% 760
2025
Q4 		$195K Hold
2,857
– – 0.01% 650
2025
Q3 		$206K Sell
2,857
-390
-12% -$30.1K 0.01% 630
2025
Q2 		$292K Buy
3,247
+268
+9% +$21.7K 0.03% 491
2025
Q1 		$242K Sell
2,979
-268
-8% -$23.5K 0.02% 519
2024
Q4 		$298K Hold
3,247
– – 0.03% 487
2024
Q3 		$202K Sell
3,247
-165
-5% -$9.25K 0.02% 585
2024
Q2 		$183K Hold
3,412
– – 0.02% 576
2024
Q1 		$203K Buy
3,412
+572
+20% +$32.3K 0.02% 530
2023
Q4 		$169K Sell
2,840
-128
-4% -$5.87K 0.02% 543
2023
Q3 		$125K Buy
2,968
+1,570
+112% +$77K 0.02% 595
2023
Q2 		$71.4K Buy
1,398
+609
+77% +$32.3K 0.01% 719
2023
Q1 		$44.6K Buy
+789
New +$47.1K 0.01% 776

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 $3.37T AUM 44.26% 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

Sunbelt Securities's DOCU Position: Q1 2026 in Review

Sunbelt Securities reduced its DocuSign (DOCU) stake by 3.5% in Q1 2026, selling an estimated $5.12K and leaving 2,757 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #760.

Sunbelt Securities first reported a position in DOCU in Q1 2023 and has held it in 13 quarters since. The position peaked at $298K in Q4 2024. 708 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Sunbelt Securities held 2,757 shares of DocuSign worth $131K as of Q1 2026.
  • Sunbelt Securities sold 100 DocuSign shares in Q1 2026, an estimated $5.12K.
  • DocuSign made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #760 holding.
  • Sunbelt Securities first reported a position in DocuSign in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's DocuSign position peaked at $298K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.