Y-Intercept (HK)’s DocuSign DOCU Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-118,261	Closed	-$5.25M	–	1693
2026 Q2	$5.25M	Buy	+118,261	New	+$5.54M	0.1%	265
2026 Q1	–	Sell	-26,384	Closed	-$1.8M	–	1662
2025 Q4	$1.8M	Buy	26,384 +19,473	+282%	+$1.35M	0.04%	666
2025 Q3	$498K	Buy	+6,911	New	+$533K	0.01%	1258
2024 Q4	–	Sell	-47,957	Closed	-$2.98M	–	1288
2024 Q3	$2.98M	Buy	+47,957	New	+$2.69M	0.18%	123
2024 Q2	–	Sell	-31,960	Closed	-$1.9M	–	1505
2024 Q1	$1.9M	Sell	31,960 -12,556	-28%	-$709K	0.14%	179
2023 Q4	$2.65M	Buy	+44,516	New	+$2.04M	0.25%	89
2023 Q2	–	Sell	-3,987	Closed	-$232K	–	1365
2023 Q1	$232K	Sell	3,987 -33,244	-89%	-$1.98M	0.03%	887
2022 Q4	$2.06M	Buy	+37,231	New	+$1.81M	0.3%	55
2021 Q1	–	Sell	-2,982	Closed	-$674K	–	658
2020 Q4	$674K	Buy	+2,982	New	+$670K	0.28%	94

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Y-Intercept (HK)'s DOCU Position: Q3 2026 in Review

Y-Intercept (HK) sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 118,261 shares — an estimated $5.25M sold.

Y-Intercept (HK) first reported a position in DOCU in Q4 2020 and held it in 9 quarters. The position peaked at $5.25M in Q2 2026. 251 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Y-Intercept (HK) reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 118,261 DocuSign shares in Q3 2026, an estimated $5.25M.
Y-Intercept (HK) first reported a position in DocuSign in Q4 2020 and held it in 9 quarters.
Y-Intercept (HK)'s DocuSign position peaked at $5.25M in Q2 2026.
251 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.