WANY
DOCU

Wealthspire Advisors (New York)’s DocuSign DOCU Stock Holding History

Wealthspire Advisors (New York)’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
-8,220
Closed -$562K – 981
2025
Q4 		$562K Buy
8,220
+1,600
+24% +$111K ﹤0.01% 574
2025
Q3 		$477K Sell
6,620
-655
-9% -$50.5K ﹤0.01% 549
2025
Q2 		$567K Buy
7,275
+696
+11% +$56.3K ﹤0.01% 506
2025
Q1 		$536K Buy
6,579
+122
+2% +$10.7K ﹤0.01% 497
2024
Q4 		$581K Buy
6,457
+394
+6% +$31.5K 0.01% 476
2024
Q3 		$376K Sell
6,063
-607
-9% -$34K ﹤0.01% 565
2024
Q2 		$357K Buy
+6,670
New +$376K ﹤0.01% 500

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s DOCU Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 8,220 shares — an estimated $562K sold.

Wealthspire Advisors (New York) first reported a position in DOCU in Q2 2024 and held it in 7 quarters. The position peaked at $581K in Q4 2024. 705 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,220 DocuSign shares in Q1 2026, an estimated $562K.
  • Wealthspire Advisors (New York) first reported a position in DocuSign in Q2 2024 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s DocuSign position peaked at $581K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.