Twin Lakes Capital Management’s DocuSign DOCU Stock Holding History

Twin Lakes 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 Q1	$146K	Sell	3,072 -71	-2%	-$3.63K	0.07%	94
2025 Q4	$215K	Hold	3,143	–	–	0.1%	80
2025 Q3	$227K	Sell	3,143 -65	-2%	-$5.01K	0.1%	80
2025 Q2	$250K	Sell	3,208 -22	-0.7%	-$1.78K	0.15%	79
2025 Q1	$263K	Hold	3,230	–	–	0.18%	74
2024 Q4	$291K	Hold	3,230	–	–	0.19%	71
2024 Q3	$201K	Sell	3,230 -44	-1%	-$2.47K	0.13%	83
2024 Q2	$175K	Hold	3,274	–	–	0.12%	87
2024 Q1	$195K	Hold	3,274	–	–	0.13%	85
2023 Q4	$195K	Sell	3,274 -29	-0.9%	-$1.33K	0.13%	82
2023 Q3	$139K	Hold	3,303	–	–	0.1%	92
2023 Q2	$169K	Hold	3,303	–	–	0.12%	89
2023 Q1	$193K	Hold	3,303	–	–	0.14%	86
2022 Q4	$183K	Sell	3,303 -11,339	-77%	-$552K	0.14%	84
2022 Q3	$783K	Buy	+14,642	New	+$918K	0.63%	36
2022 Q2	–	Sell	-16,468	Closed	-$1.76M	–	179
2022 Q1	$1.76M	Buy	16,468 +168	+1%	+$19.3K	1%	30
2021 Q4	$2.48M	Buy	+16,300	New	+$3.72M	1.32%	27

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

Twin Lakes Capital Management's DOCU Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its DocuSign (DOCU) stake by 2.3% in Q1 2026, selling an estimated $3.63K and leaving 3,072 shares worth $146K. The position accounts for 0.07% of the portfolio, ranked #94.

Twin Lakes Capital Management first reported a position in DOCU in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.48M in Q4 2021. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Twin Lakes Capital Management held 3,072 shares of DocuSign worth $146K as of Q1 2026.
Twin Lakes Capital Management sold 71 DocuSign shares in Q1 2026, an estimated $3.63K.
DocuSign made up 0.07% of Twin Lakes Capital Management's portfolio in Q1 2026, its #94 holding.
Twin Lakes Capital Management first reported a position in DocuSign in Q4 2021 and has held it in 17 quarters since.
Twin Lakes Capital Management's DocuSign position peaked at $2.48M in Q4 2021.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.