APFP
DOCU

Action Point Financial Planning’s DocuSign DOCU Stock Holding History

Action Point Financial Planning’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 		$399 Buy
+9
New +$422 ﹤0.01% 2653

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Action Point Financial Planning's DOCU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in DocuSign (DOCU) in Q2 2026: 9 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #2653 among its holdings.

669 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Action Point Financial Planning held 9 shares of DocuSign worth $399 as of Q2 2026.
  • DocuSign was a new Action Point Financial Planning position in Q2 2026.
  • DocuSign made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2653 holding.
  • 669 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.