Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Beacon Pointe Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of DOCU by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,409−100.0%Sold outHolders
Q4 20253,409$233.2K<0.1%+163+5.0%AddedHolders
Q3 20253,246$234.0K<0.1%−345−9.6%ReducedHolders
Q2 20253,591$279.7K<0.1%+3,591NewHolders
Q3 20240$00.0%−5,937−100.0%Sold outHolders
Q2 20245,937$317.6K<0.1%+91+1.6%AddedHolders
Q1 20245,846$348.1K<0.1%−201−3.3%ReducedHolders
Q4 20236,047$359.5K<0.1%−1,490−19.8%ReducedHolders
Q3 20237,537$316.6K<0.1%+3,211+74.2%AddedHolders
Q2 20234,326$221.0K<0.1%−1,714−28.4%ReducedHolders
Q1 20236,040$352.1K<0.1%−457−7.0%ReducedHolders
Q4 20226,497$360.1K<0.1%−2,200−25.3%ReducedHolders
Q3 20228,697$462.0K<0.1%+316+3.8%AddedHolders
Q2 20228,381$478.0K<0.1%−12,753−60.3%ReducedHolders
Q1 202221,134$2.26M<0.1%+19,685+1,358.5%AddedHolders
Q4 20211,449$221.0K<0.1%+666+85.1%AddedHolders
Q3 2021783$202.0K<0.1%−132−14.4%ReducedHolders
Q2 2021915$256.0K<0.1%+915NewHolders