Tradewinds Capital Management’s DocuSign DOCU Stock Holding History

Tradewinds Capital 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
2026 Q2	$3.33K	Sell	75 -150	-67%	-$7.03K	﹤0.01%	521
2026 Q1	$10.7K	Hold	225	–	–	﹤0.01%	384
2025 Q4	$15.4K	Sell	225 -50	-18%	-$3.46K	﹤0.01%	338
2025 Q3	$19.8K	Hold	275	–	–	﹤0.01%	296
2025 Q2	$21.4K	Hold	275	–	–	0.01%	276
2025 Q1	$22.4K	Hold	275	–	–	0.01%	274
2024 Q4	$24.7K	Buy	275 +50	+22%	+$3.99K	0.01%	272
2024 Q3	$14K	Buy	225 +75	+50%	+$4.2K	﹤0.01%	313
2024 Q2	$8.03K	Hold	150	–	–	﹤0.01%	351
2024 Q1	$8.93K	Hold	150	–	–	﹤0.01%	325
2023 Q4	$8.92K	Sell	150 -40	-21%	-$1.83K	﹤0.01%	257
2023 Q3	$7.98K	Hold	190	–	–	﹤0.01%	252
2023 Q2	$9.71K	Hold	190	–	–	﹤0.01%	235
2023 Q1	$11.1K	Hold	190	–	–	﹤0.01%	234
2022 Q4	$10.5K	Hold	190	–	–	﹤0.01%	214
2022 Q3	$10K	Hold	190	–	–	﹤0.01%	210
2022 Q2	$11K	Sell	190 -159	-46%	-$12.9K	﹤0.01%	200
2022 Q1	$37K	Buy	349 +67	+24%	+$7.69K	0.01%	284
2021 Q4	$43K	Buy	282 +90	+47%	+$20.5K	0.01%	270
2021 Q3	$49K	Hold	192	–	–	0.01%	242
2021 Q2	$54K	Sell	192 -25	-12%	-$5.59K	0.01%	236
2021 Q1	$44K	Buy	217 +95	+78%	+$22K	0.01%	252
2020 Q4	$27K	Hold	122	–	–	0.01%	289
2020 Q3	$26K	Buy	122 +75	+160%	+$15.6K	0.01%	261
2020 Q2	$8K	Buy	47 +20	+74%	+$2.52K	﹤0.01%	419
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	534
2019 Q4	$2K	Buy	+27	New	+$1.85K	﹤0.01%	594

Other funds holding DOCU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tradewinds Capital Management's DOCU Position: Q2 2026 in Review

Tradewinds Capital Management reduced its DocuSign (DOCU) stake by 67% in Q2 2026, selling an estimated $7.03K and leaving 75 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Tradewinds Capital Management first reported a position in DOCU in Q4 2019 and has held it in 27 quarters since. The position peaked at $54K in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Tradewinds Capital Management held 75 shares of DocuSign worth $3.33K as of Q2 2026.
Tradewinds Capital Management sold 150 DocuSign shares in Q2 2026, an estimated $7.03K.
DocuSign made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #521 holding.
Tradewinds Capital Management first reported a position in DocuSign in Q4 2019 and has held it in 27 quarters since.
Tradewinds Capital Management's DocuSign position peaked at $54K in Q2 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.