Wellington Management Group
DOCU

Wellington Management Group’s DocuSign DOCU Stock Holding History

Wellington Management Group’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
-7,808
Closed -$534K – 1913
2025
Q4 		$534K Sell
7,808
-1,852,539
-100% -$128M ﹤0.01% 1812
2025
Q3 		$134M Buy
1,860,347
+9,861
+0.5% +$760K 0.02% 480
2025
Q2 		$144M Buy
1,850,486
+23,537
+1% +$1.9M 0.03% 438
2025
Q1 		$149M Buy
1,826,949
+1,440,269
+372% +$126M 0.03% 421
2024
Q4 		$34.8M Buy
386,680
+353,172
+1,054% +$28.2M 0.01% 813
2024
Q3 		$2.08M Sell
33,508
-1,839
-5% -$103K ﹤0.01% 1530
2024
Q2 		$1.89M Buy
35,347
+16,683
+89% +$941K ﹤0.01% 1530
2024
Q1 		$1.11M Buy
18,664
+9,149
+96% +$517K ﹤0.01% 1666
2023
Q4 		$566K Sell
9,515
-9,192
-49% -$422K ﹤0.01% 1717
2023
Q3 		$786K Sell
18,707
-3,159,901
-99% -$155M ﹤0.01% 1638
2023
Q2 		$162M Sell
3,178,608
-217,739
-6% -$11.5M 0.03% 436
2023
Q1 		$198M Buy
+3,396,347
New +$203M 0.04% 396
2022
Q3 		– Sell
-1,643,876
Closed -$94.3M – 2049
2022
Q2 		$94.3M Buy
1,643,876
+226,415
+16% +$18.3M 0.02% 549
2022
Q1 		$152M Buy
1,417,461
+867,717
+158% +$99.6M 0.03% 481
2021
Q4 		$83.7M Sell
549,744
-219,274
-29% -$50M 0.01% 677
2021
Q3 		$198M Buy
769,018
+16,559
+2% +$4.77M 0.03% 439
2021
Q2 		$210M Sell
752,459
-18,688
-2% -$4.18M 0.04% 429
2021
Q1 		$156M Buy
771,147
+97,852
+15% +$22.7M 0.03% 481
2020
Q4 		$150M Sell
673,295
-508,367
-43% -$114M 0.03% 482
2020
Q3 		$254M Sell
1,181,662
-1,035,227
-47% -$215M 0.05% 309
2020
Q2 		$382M Sell
2,216,889
-1,343,488
-38% -$169M 0.09% 205
2020
Q1 		$329M Sell
3,560,377
-1,047,228
-23% -$84.2M 0.09% 208
2019
Q4 		$341M Sell
4,607,605
-2,234,245
-33% -$154M 0.07% 276
2019
Q3 		$424M Buy
6,841,850
+3,036,387
+80% +$159M 0.1% 220
2019
Q2 		$189M Buy
3,805,463
+1,416,605
+59% +$75.6M 0.04% 381
2019
Q1 		$124M Buy
2,388,858
+1,399,760
+142% +$71.4M 0.03% 501
2018
Q4 		$39.6M Buy
+989,098
New +$41.6M 0.01% 780

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

Wellington Management Group's DOCU Position: Q1 2026 in Review

Wellington Management Group sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 7,808 shares — an estimated $534K sold.

Wellington Management Group first reported a position in DOCU in Q4 2018 and held it in 27 quarters. The position peaked at $424M in Q3 2019. 708 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Wellington Management Group reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 7,808 DocuSign shares in Q1 2026, an estimated $534K.
  • Wellington Management Group first reported a position in DocuSign in Q4 2018 and held it in 27 quarters.
  • Wellington Management Group's DocuSign position peaked at $424M in Q3 2019.
  • 708 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.