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
2020
Q4 		– Sell
-200
Closed -$43K – 1701
2020
Q3 		$43K Hold
200
– – ﹤0.01% 890
2020
Q2 		$34K Buy
+200
New +$25.2K ﹤0.01% 960

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisornet Financial's DOCU Position: Q1 2026 in Review

Advisornet Financial increased its DocuSign (DOCU) stake by 175% in Q1 2026, buying an estimated $1.07K and bringing the position to 33 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Advisornet Financial first reported a position in DOCU in Q2 2020 and has held it in 23 quarters since. The position peaked at $142K in Q3 2020. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Advisornet Financial held 33 shares of DocuSign worth $1.56K as of Q1 2026.
  • Advisornet Financial bought 21 DocuSign shares in Q1 2026, an estimated $1.07K.
  • DocuSign made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1945 holding.
  • Advisornet Financial first reported a position in DocuSign in Q2 2020 and has held it in 23 quarters since.
  • Advisornet Financial's DocuSign position peaked at $142K in Q3 2020.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.