DOCU β€” DOCUSIGN INC

Ownership history in Silver Lake Advisory, LLC  Β·  6 quarters on record

AI Ownership Summary

Silver Lake Advisory, LLC reported DOCUSIGN INC (DOCU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q4. The latest visible filing shows DOCU at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silver Lake Advisory, LLC's position in DOCUSIGN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DOCU was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Silver Lake Advisory, LLC held DOCU β€” position size vs. price
% of Fund (quarterly)    DOCU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 50,617 +9,015 +21.7% 1.34% $3.5M 2026-02-14 (Est.) $44.82
2025 Q3 ADDED 41,602 +420 +1.0% 1.19% $3.0M 2025-10-15 $67.91
2025 Q2 ADDED 41,182 +975 +2.4% 1.37% $3.2M 2025-07-22 $81.38
2025 Q1 ADDED 40,207 +660 +1.7% 1.43% $3.3M 2025-04-23 $78.01
2024 Q4 ADDED 39,547 +1,907 +5.1% 1.56% $3.6M 2025-01-21 $91.36
2024 Q3 INITIATED 37,640 β€” β€” 0.96% $2.3M 2024-11-12 $82.47

🏒 Other funds also holding DOCU

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% MJT & Associates Financial Advisory Group, Inc. 0.0% Aspect Partners, LLC 0.0%

FAQ About Silver Lake Advisory, LLC and DOCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silver Lake Advisory, LLC reported owning DOCU?

Silver Lake Advisory, LLC reported DOCU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DOCU position in Silver Lake Advisory, LLC's portfolio?

The largest reported portfolio weight for DOCU was 1.56% in 2024 Q4.

What is the latest reported DOCU position on this page?

The most recent filing on this page is 2025 Q4, when Silver Lake Advisory, LLC reported 50,617 shares, equal to 1.34% of portfolio, with an estimated market value of $3.5M.

What does the chart on this DOCU ownership page compare?

The chart compares Silver Lake Advisory, LLC's quarterly DOCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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