VIA
DOCU

Virtus Investment Advisers’s DocuSign DOCU Stock Holding History

Virtus Investment Advisers’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 		– Sell
-26,979
Closed -$1.85M – 464
2025
Q4 		$1.85M Buy
26,979
+4,187
+18% +$290K 0.5% 72
2025
Q3 		$1.64M Buy
22,792
+6,057
+36% +$467K 0.47% 118
2025
Q2 		$1.3M Buy
16,735
+2,193
+15% +$177K 0.44% 126
2025
Q1 		$1.18M Sell
14,542
-1,383
-9% -$121K 0.32% 119
2024
Q4 		$1.43M Sell
15,925
-5,245
-25% -$419K 1.12% 13
2024
Q3 		$1.31M Buy
21,170
+3,500
+20% +$196K 1.03% 16
2024
Q2 		$945K Hold
17,670
– – 0.8% 26
2024
Q1 		$1.05M Buy
17,670
+5,523
+45% +$312K 0.75% 29
2023
Q4 		$722K Buy
+12,147
New +$557K 0.54% 43

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Virtus Investment Advisers's DOCU Position: Q1 2026 in Review

Virtus Investment Advisers sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 26,979 shares — an estimated $1.85M sold.

Virtus Investment Advisers first reported a position in DOCU in Q4 2023 and held it in 9 quarters. The position peaked at $1.85M in Q4 2025. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Virtus Investment Advisers reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 26,979 DocuSign shares in Q1 2026, an estimated $1.85M.
  • Virtus Investment Advisers first reported a position in DocuSign in Q4 2023 and held it in 9 quarters.
  • Virtus Investment Advisers's DocuSign position peaked at $1.85M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.