Acorn Financial Advisory Services’s DocuSign DOCU Stock Holding History

Acorn Financial Advisory Services’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 Q2	$483K	Sell	10,875 -1,160	-10%	-$54.4K	0.06%	136
2026 Q1	$571K	Sell	12,035 -969	-7%	-$49.6K	0.08%	116
2025 Q4	$889K	Sell	13,004 -222	-2%	-$15.4K	0.13%	79
2025 Q3	$953K	Sell	13,226 -395	-3%	-$30.4K	0.15%	69
2025 Q2	$1.06M	Sell	13,621 -483	-3%	-$39.1K	0.17%	63
2025 Q1	$1.15M	Buy	14,104 +69	+0.5%	+$6.04K	0.21%	61
2024 Q4	$1.26M	Sell	14,035 -734	-5%	-$58.6K	0.21%	54
2024 Q3	$917K	Sell	14,769 -2,285	-13%	-$128K	0.16%	70
2024 Q2	$912K	Sell	17,054 -455	-3%	-$25.7K	0.17%	71
2024 Q1	$1.04M	Sell	17,509 -729	-4%	-$41.2K	0.2%	69
2023 Q4	$1.08M	Buy	18,238 +767	+4%	+$35.2K	0.19%	82
2023 Q3	$734K	Buy	17,471 +66	+0.4%	+$3.23K	0.13%	110
2023 Q2	$889K	Buy	17,405 +2,732	+19%	+$145K	0.16%	92
2023 Q1	$855K	Buy	14,673 +1,440	+11%	+$85.9K	0.17%	90
2022 Q4	$733K	Buy	13,233 +196	+2%	+$9.54K	0.16%	93
2022 Q3	$697K	Buy	13,037 +762	+6%	+$47.8K	0.17%	93
2022 Q2	$704K	Sell	12,275 -1,877	-13%	-$152K	0.17%	85
2022 Q1	$1.52M	Buy	14,152 +1,462	+12%	+$168K	0.3%	54
2021 Q4	$1.93M	Buy	12,690 +1,546	+14%	+$352K	0.39%	41
2021 Q3	$2.87M	Sell	11,144 -151	-1%	-$43.5K	0.89%	21
2021 Q2	$3.16M	Sell	11,295 -473	-4%	-$106K	0.93%	19
2021 Q1	$2.38M	Buy	11,768 +656	+6%	+$152K	0.87%	19
2020 Q4	$2.47M	Buy	11,112 +922	+9%	+$207K	0.97%	18
2020 Q3	$2.19M	Buy	10,190 +4,509	+79%	+$936K	1.15%	15
2020 Q2	$978K	Sell	5,681 -1,025	-15%	-$129K	0.68%	42
2020 Q1	$620K	Buy	6,706 +413	+7%	+$33.2K	0.61%	52
2019 Q4	$466K	Buy	+6,293	New	+$432K	0.39%	89

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Acorn Financial Advisory Services's DOCU Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its DocuSign (DOCU) stake by 9.6% in Q2 2026, selling an estimated $54.4K and leaving 10,875 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #136.

Acorn Financial Advisory Services first reported a position in DOCU in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Acorn Financial Advisory Services held 10,875 shares of DocuSign worth $483K as of Q2 2026.
Acorn Financial Advisory Services sold 1,160 DocuSign shares in Q2 2026, an estimated $54.4K.
DocuSign made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #136 holding.
Acorn Financial Advisory Services first reported a position in DocuSign in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's DocuSign position peaked at $3.16M in Q2 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.