AF
DOCU

Advisornet Financial’s DocuSign DOCU Stock Holding History

Advisornet Financial’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 		$1.47K Hold
33
– – ﹤0.01% 1968
2026
Q1 		$1.56K Buy
33
+21
+175% +$1.07K ﹤0.01% 1945
2025
Q4 		$821 Buy
+12
New +$830 ﹤0.01% 2028
2025
Q3 		– Sell
-6
Closed -$467 – 2264
2025
Q2 		$467 Buy
6
+2
+50% +$162 ﹤0.01% 2069
2025
Q1 		$326 Sell
4
-8
-67% -$701 ﹤0.01% 2027
2024
Q4 		$1.08K Buy
12
+4
+50% +$319 ﹤0.01% 1686
2024
Q3 		$497 Sell
8
-20
-71% -$1.12K ﹤0.01% 2027
2024
Q2 		$1.5K Buy
28
+5
+22% +$282 ﹤0.01% 1696
2024
Q1 		$1.37K Sell
23
-85
-79% -$4.8K ﹤0.01% 1678
2023
Q4 		$6.42K Sell
108
-11
-9% -$505 ﹤0.01% 1430
2023
Q3 		$5K Sell
119
-29
-20% -$1.42K ﹤0.01% 1419
2023
Q2 		$7.56K Sell
148
-11
-7% -$583 ﹤0.01% 1405
2023
Q1 		$9.27K Sell
159
-33
-17% -$1.97K ﹤0.01% 1327
2022
Q4 		$10.6K Sell
192
-51
-21% -$2.48K ﹤0.01% 1276
2022
Q3 		$13K Sell
243
-118
-33% -$7.4K ﹤0.01% 1253
2022
Q2 		$21K Sell
361
-90
-20% -$7.29K ﹤0.01% 1107
2022
Q1 		$48K Sell
451
-225
-33% -$25.8K ﹤0.01% 980
2021
Q4 		$103K Buy
676
+576
+576% +$131K 0.01% 795
2021
Q3 		$26K Sell
100
-334
-77% -$96.2K ﹤0.01% 1182
2021
Q2 		$121K Sell
434
-174
-29% -$38.9K 0.01% 726
2021
Q1 		$123K Buy
608
+162
+36% +$37.6K 0.01% 690
2020
Q4 		$99K Sell
446
-214
-32% -$48.1K 0.01% 692
2020
Q3 		$142K Buy
660
+470
+247% +$97.6K 0.01% 578
2020
Q2 		$33K Buy
+190
New +$23.9K ﹤0.01% 964

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 $3.38T AUM 44.17% 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

Advisornet Financial's DOCU Position: Q2 2026 in Review

Advisornet Financial held its DocuSign (DOCU) position steady in Q2 2026 at 33 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Advisornet Financial first reported a position in DOCU in Q2 2020 and has held it in 24 quarters since. The position peaked at $142K in Q3 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Advisornet Financial held 33 shares of DocuSign worth $1.47K as of Q2 2026.
  • Advisornet Financial left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1968 holding.
  • Advisornet Financial first reported a position in DocuSign in Q2 2020 and has held it in 24 quarters since.
  • Advisornet Financial's DocuSign position peaked at $142K in Q3 2020.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.