Tortoise Investment Management’s DocuSign DOCU Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-3	Closed	-$216	–	560
2025 Q3	$216	Sell	3 -6	-67%	-$462	﹤0.01%	1303
2025 Q2	$701	Buy	+9	New	+$728	﹤0.01%	1039
2023 Q4	–	Sell	-1,312	Closed	-$55.1K	–	798
2023 Q3	$55.1K	Hold	1,312	–	–	0.01%	334
2023 Q2	$67K	Hold	1,312	–	–	0.01%	320
2023 Q1	$76.5K	Buy	1,312 +312	+31%	+$18.6K	0.01%	295
2022 Q4	$55.4K	Buy	1,000 +500	+100%	+$24.3K	0.01%	318
2022 Q3	$27K	Hold	500	–	–	0.01%	391
2022 Q2	$29K	Hold	500	–	–	0.01%	366
2022 Q1	$54K	Buy	500 +230	+85%	+$26.4K	0.01%	295
2021 Q4	$41K	Buy	270 +90	+50%	+$20.5K	0.01%	313
2021 Q3	$46K	Hold	180	–	–	0.01%	284
2021 Q2	$50K	Hold	180	–	–	0.01%	275
2021 Q1	$36K	Hold	180	–	–	0.01%	287
2020 Q4	$40K	Hold	180	–	–	0.01%	262
2020 Q3	$39K	Buy	+180	New	+$37.4K	0.01%	248

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tortoise Investment Management's DOCU Position: Q4 2025 in Review

Tortoise Investment Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3 shares — an estimated $216 sold.

Tortoise Investment Management first reported a position in DOCU in Q3 2020 and held it in 15 quarters. The position peaked at $76.5K in Q1 2023. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Tortoise Investment Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3 DocuSign shares in Q4 2025, an estimated $216.
Tortoise Investment Management first reported a position in DocuSign in Q3 2020 and held it in 15 quarters.
Tortoise Investment Management's DocuSign position peaked at $76.5K in Q1 2023.
790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.