TPWA
DOCU

Twin Peaks Wealth Advisors’s DocuSign DOCU Stock Holding History

Twin Peaks Wealth Advisors’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 		$5.97K Buy
+126
New +$6.45K ﹤0.01% 1313
2025
Q3 		– Sell
-554
Closed -$37.7K – 673
2025
Q2 		$37.7K Buy
+554
New +$44.8K 0.01% 409

Other funds holding DOCU

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin Peaks Wealth Advisors's DOCU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in DocuSign (DOCU) in Q1 2026: 126 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DOCU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DOCU in Q2 2025 and has held it in 2 quarters since. The position peaked at $37.7K in Q2 2025. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 126 shares of DocuSign worth $5.97K as of Q1 2026.
  • DocuSign was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • DocuSign made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1313 holding.
  • Twin Peaks Wealth Advisors first reported a position in DocuSign in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's DocuSign position peaked at $37.7K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.