SPL
DOCU icon

Superior Planning, LLC’s DocuSign DOCU Stock Holding History

Superior Planning, LLC’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$672 Buy
+10
New +$595 ﹤0.01% 1840

Other funds holding DOCU

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Geode Capital Management
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Fidelity Investments
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's DOCU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in DocuSign (DOCU) in Q3 2026: 10 shares worth $672. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings.

487 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Superior Planning, LLC held 10 shares of DocuSign worth $672 as of Q3 2026.
  • DocuSign was a new Superior Planning, LLC position in Q3 2026.
  • DocuSign made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1840 holding.
  • 487 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.