Westside Investment Management’s DocuSign DOCU Stock Holding History

Westside Investment Management’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 Q2	$2.22K	Buy	+50	New	+$2.34K	﹤0.01%	1327
2025 Q3	–	Sell	-50	Closed	-$3.9K	–	1393
2025 Q2	$3.9K	Hold	50	–	–	﹤0.01%	1175
2025 Q1	$4.07K	Hold	50	–	–	﹤0.01%	805
2024 Q4	$4.5K	Buy	50 +10	+25%	+$799	﹤0.01%	790
2024 Q3	$2.48K	Hold	40	–	–	﹤0.01%	877
2024 Q2	$2.14K	Sell	40 -12	-23%	-$677	﹤0.01%	881
2024 Q1	$3.1K	Hold	52	–	–	﹤0.01%	784
2023 Q4	$3.09K	Buy	52 +20	+63%	+$917	﹤0.01%	756
2023 Q3	$1.34K	Sell	32 -37	-54%	-$1.81K	﹤0.01%	787
2023 Q2	$3.52K	Hold	69	–	–	﹤0.01%	736
2023 Q1	$4.02K	Hold	69	–	–	﹤0.01%	722
2022 Q4	$3	Hold	69	–	–	﹤0.01%	737
2022 Q3	$3	Hold	69	–	–	﹤0.01%	730
2022 Q2	$3	Hold	69	–	–	﹤0.01%	729
2022 Q1	$7	Buy	69 +5	+8%	+$574	﹤0.01%	647
2021 Q4	$9	Buy	64 +15	+31%	+$3.42K	﹤0.01%	602
2021 Q3	$12	Hold	49	–	–	﹤0.01%	549
2021 Q2	$13	Hold	49	–	–	﹤0.01%	540
2021 Q1	$9	Buy	+49	New	+$11.4K	﹤0.01%	569
2018 Q4	$70.1K	Buy	+1,750	New	+$73.5K	0.03%	252

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Westside Investment Management's DOCU Position: Q2 2026 in Review

Westside Investment Management opened a new position in DocuSign (DOCU) in Q2 2026: 50 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in DOCU as recently as Q2 2025.

Westside Investment Management first reported a position in DOCU in Q4 2018 and has held it in 20 quarters since. The position peaked at $70.1K in Q4 2018. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Westside Investment Management held 50 shares of DocuSign worth $2.22K as of Q2 2026.
DocuSign was a new Westside Investment Management position in Q2 2026.
DocuSign made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1327 holding.
Westside Investment Management first reported a position in DocuSign in Q4 2018 and has held it in 20 quarters since.
Westside Investment Management's DocuSign position peaked at $70.1K in Q4 2018.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.