AF
DOCU

Allworth Financial’s DocuSign DOCU Stock Holding History

Allworth 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 		$462K Sell
10,410
-2,630
-20% -$123K ﹤0.01% 1014
2026
Q1 		$618K Buy
13,040
+3,529
+37% +$181K ﹤0.01% 867
2025
Q4 		$651K Buy
9,511
+1,763
+23% +$122K ﹤0.01% 828
2025
Q3 		$559K Buy
7,748
+45
+0.6% +$3.47K ﹤0.01% 859
2025
Q2 		$600K Buy
7,703
+6,854
+807% +$554K ﹤0.01% 785
2025
Q1 		$69.3K Sell
849
-128
-13% -$11.2K ﹤0.01% 1399
2024
Q4 		$89.7K Buy
977
+234
+31% +$18.7K ﹤0.01% 1320
2024
Q3 		$46.1K Sell
743
-96
-11% -$5.38K ﹤0.01% 1448
2024
Q2 		$46.9K Sell
839
-801
-49% -$45.2K ﹤0.01% 1415
2024
Q1 		$97.6K Sell
1,640
-193
-11% -$10.9K ﹤0.01% 1031
2023
Q4 		$109K Buy
1,833
+1,355
+283% +$62.1K ﹤0.01% 911
2023
Q3 		$20.1K Sell
478
-132
-22% -$6.47K ﹤0.01% 1512
2023
Q2 		$31.2K Sell
610
-390
-39% -$20.7K ﹤0.01% 1306
2023
Q1 		$58.3K Buy
1,000
+6
+0.6% +$358 ﹤0.01% 1024
2022
Q4 		$55.1K Buy
994
+744
+298% +$36.2K ﹤0.01% 980
2022
Q3 		$13K Sell
250
-302
-55% -$18.9K ﹤0.01% 1472
2022
Q2 		$32K Buy
552
+97
+21% +$7.85K ﹤0.01% 1061
2022
Q1 		$49K Buy
455
+112
+33% +$12.9K ﹤0.01% 895
2021
Q4 		$52K Sell
343
-67
-16% -$15.3K ﹤0.01% 828
2021
Q3 		$106K Buy
410
+324
+377% +$93.4K ﹤0.01% 601
2021
Q2 		$24K Buy
86
+39
+83% +$8.72K ﹤0.01% 800
2021
Q1 		$10K Buy
47
+39
+488% +$9.04K ﹤0.01% 979
2020
Q4 		$2K Buy
+8
New +$1.8K ﹤0.01% 1139
2020
Q3 		– Sell
-100
Closed -$17K – 1192
2020
Q2 		$17K Buy
+100
New +$12.6K ﹤0.01% 616

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

Allworth Financial's DOCU Position: Q2 2026 in Review

Allworth Financial reduced its DocuSign (DOCU) stake by 20% in Q2 2026, selling an estimated $123K and leaving 10,410 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Allworth Financial first reported a position in DOCU in Q2 2020 and has held it in 24 quarters since. The position peaked at $651K in Q4 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Allworth Financial held 10,410 shares of DocuSign worth $462K as of Q2 2026.
  • Allworth Financial sold 2,630 DocuSign shares in Q2 2026, an estimated $123K.
  • DocuSign made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1014 holding.
  • Allworth Financial first reported a position in DocuSign in Q2 2020 and has held it in 24 quarters since.
  • Allworth Financial's DocuSign position peaked at $651K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.