Synergy Financial Group’s DocuSign DOCU Stock Holding History

Synergy Financial Group’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	$207K	Sell	4,356 -169	-4%	-$8.65K	0.16%	121
2025 Q4	$310K	Sell	4,525 -176	-4%	-$12.2K	0.22%	81
2025 Q3	$339K	Buy	4,701 +53	+1%	+$4.08K	0.23%	75
2025 Q2	$362K	Sell	4,648 -188	-4%	-$15.2K	0.27%	73
2025 Q1	$394K	Buy	4,836 +595	+14%	+$52.1K	0.35%	60
2024 Q4	$381K	Buy	4,241 +140	+3%	+$11.2K	0.32%	60
2024 Q3	$255K	Sell	4,101 -19	-0.5%	-$1.06K	0.24%	81
2024 Q2	$220K	Buy	4,120 +331	+9%	+$18.7K	0.23%	75
2024 Q1	$226K	Buy	3,789 +369	+11%	+$20.8K	0.25%	74
2023 Q4	$203K	Buy	+3,420	New	+$157K	0.25%	87
2023 Q2	–	Sell	-3,489	Closed	-$203K	–	82
2023 Q1	$203K	Buy	+3,489	New	+$208K	0.33%	78
2022 Q4	–	Sell	-9,431	Closed	-$504K	–	75
2022 Q3	$504K	Hold	9,431	–	–	0.76%	40
2022 Q2	$541K	Sell	9,431 -33	-0.3%	-$2.67K	0.85%	37
2022 Q1	$1.01M	Buy	9,464 +686	+8%	+$78.7K	1.06%	30
2021 Q4	$1.34M	Buy	+8,778	New	+$2M	1.2%	22

Other funds holding DOCU

BlackRock New York $5.72T 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Synergy Financial Group's DOCU Position: Q1 2026 in Review

Synergy Financial Group reduced its DocuSign (DOCU) stake by 3.7% in Q1 2026, selling an estimated $8.65K and leaving 4,356 shares worth $207K. The position accounts for 0.16% of the portfolio, ranked #121.

Synergy Financial Group first reported a position in DOCU in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2021. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Synergy Financial Group held 4,356 shares of DocuSign worth $207K as of Q1 2026.
Synergy Financial Group sold 169 DocuSign shares in Q1 2026, an estimated $8.65K.
DocuSign made up 0.16% of Synergy Financial Group's portfolio in Q1 2026, its #121 holding.
Synergy Financial Group first reported a position in DocuSign in Q4 2021 and has held it in 15 quarters since.
Synergy Financial Group's DocuSign position peaked at $1.34M in Q4 2021.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.