DOCU — DOCUSIGN INC

Ownership history in Integrated Wealth Concepts LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts 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
0.03% (2021 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,575 -3,024 -35.2% 0.00% $402K $72.09
2025 Q2 ADDED 8,599 +986 +13.0% 0.01% $670K $77.89
2025 Q1 REDUCED 7,613 -192 -2.5% 0.01% $620K $81.40
2024 Q4 ADDED 7,805 +2,841 +57.2% 0.01% $702K $89.94
13 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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