DOCU — DOCUSIGN INC

Ownership history in AE Wealth Management LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in DOCUSIGN INC (DOCU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2020 Q3)
Avg. % of fund
0.02%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,838 +899 +30.6% 0.00% $277K $72.09
2025 Q2 REDUCED 2,939 -10,206 -77.6% 0.00% $229K $77.89
2023 Q4 REDUCED 13,145 -2,257 -14.7% 0.00% $823K $59.45
2023 Q3 ADDED 15,402 +703 +4.8% 0.00% $647K $42.00
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DOCU price (monthly, adj. close)

Other funds also holding DOCU

As of 2025 Q4 — sorted by position size

Shearwater Capital LLC 3Y 4.49% Jericho Capital Asset Management L.P. 3Y 7Y 3.71% CYPRESS POINT INVESTMENT MANAGEMENT LP 3.36% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 2.27% OAK FAMILY ADVISORS, LLC 3Y 1.92% CEERA INVESTMENTS, LLC 3Y 1.79% Shannon River Fund Management LLC 3Y 7Y 1.68% Duquesne Family Office LLC 3Y 7Y 1.55% Silver Lake Advisory, LLC 3Y 7Y 1.34% TABR Capital Management, LLC 1.34%
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