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Disclosery

Baker Avenue Asset Management, LP: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on DOCU, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 18,673 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,673 shares
    Change vs previous 13F +2,075 shares

    0.02% of the 13F portfolio, value $829,436.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,598 shares
    Change vs previous 13F +3,775 shares

    0.02% of the 13F portfolio, value $786,891.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,823 shares
    Change vs previous 13F -11,248 shares

    0.02% of the 13F portfolio, value $877,093.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,071 shares
    Change vs previous 13F -24,558 shares

    0.04% of the 13F portfolio, value $1,735,278.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,629 shares
    Change vs previous 13F +1,573 shares

    0.11% of the 13F portfolio, value $3,787,713.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,056 shares
    Change vs previous 13F +18,481 shares

    0.12% of the 13F portfolio, value $3,830,371.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,575 shares
    Change vs previous 13F +25,338 shares

    0.08% of the 13F portfolio, value $2,570,036.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,237 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,985.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).