DOCU — DOCUSIGN INC

Ownership history in Selective Wealth Management, Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. 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
10.72% (2019 Q1)
Avg. % of fund
2.75%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,831 -1,616 -3.8% 0.76% $2.4M $68.40
2025 Q3 REDUCED 42,447 -2,226 -5.0% 0.96% $3.0M $72.09
2025 Q2 REDUCED 44,673 -1,622 -3.5% 1.30% $3.6M $77.89
2025 Q1 REDUCED 46,295 -1,455 -3.0% 1.50% $3.4M $81.40
19 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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