Waverly Advisors’s DocuSign DOCU Stock Holding History

Waverly 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	$202K	Buy	+4,271	New	+$219K	﹤0.01%	1490
2025 Q3	–	Sell	-2,662	Closed	-$207K	–	1292
2025 Q2	$207K	Buy	2,662 +2	+0.1%	+$162	﹤0.01%	1107
2025 Q1	$217K	Buy	2,660 +88	+3%	+$7.71K	﹤0.01%	1034
2024 Q4	$231K	Sell	2,572 -2,793	-52%	-$223K	﹤0.01%	894
2024 Q3	$333K	Sell	5,365 -32,758	-86%	-$1.84M	0.01%	660
2024 Q2	$2.04M	Sell	38,123 -526	-1%	-$29.7K	0.04%	317
2024 Q1	$2.3M	Sell	38,649 -1,252	-3%	-$70.7K	0.05%	235
2023 Q4	$2.37M	Buy	39,901 +1,019	+3%	+$46.7K	0.09%	130
2023 Q3	$1.63M	Buy	+38,882	New	+$1.91M	0.07%	154

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

Waverly Advisors's DOCU Position: Q1 2026 in Review

Waverly Advisors opened a new position in DocuSign (DOCU) in Q1 2026: 4,271 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in DOCU as recently as Q2 2025.

Waverly Advisors first reported a position in DOCU in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.37M in Q4 2023. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Waverly Advisors held 4,271 shares of DocuSign worth $202K as of Q1 2026.
DocuSign was a new Waverly Advisors position in Q1 2026.
DocuSign made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1490 holding.
Waverly Advisors first reported a position in DocuSign in Q3 2023 and has held it in 9 quarters since.
Waverly Advisors's DocuSign position peaked at $2.37M in Q4 2023.
703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.