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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overviewAll 13F holders of DOCUFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of DOCU by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−405−100.0%Sold outHolders
Q2 2024405$21.7K<0.1%00.0%UnchangedHolders
Q1 2024405$24.1K<0.1%−843−67.5%ReducedHolders
Q4 20231,248$74.2K<0.1%−405−24.5%ReducedHolders
Q3 20231,653$69.4K<0.1%00.0%UnchangedHolders
Q2 20231,653$84.5K<0.1%+810+96.1%AddedHolders
Q1 2023843$49.1K<0.1%−33−3.8%ReducedHolders
Q4 2022876$48.6K<0.1%−101−10.3%ReducedHolders
Q3 2022977$52.0K<0.1%−175−15.2%ReducedHolders
Q2 20221,152$66.0K<0.1%−155,127−99.3%ReducedHolders
Q1 2022156,279$16.7M0.4%+58,361+59.6%AddedHolders
Q4 202197,918$14.9M0.4%+51,513+111.0%AddedHolders
Q3 202146,405$11.9M0.3%+2,421+5.5%AddedHolders
Q2 202143,984$12.3M0.4%+4,561+11.6%AddedHolders
Q1 202139,423$7.98M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.