American Capital Advisory’s DocuSign DOCU Stock Holding History

American Capital Advisory’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	$1.16K	Buy	26 +6	+30%	+$281	﹤0.01%	757
2026 Q1	$949	Buy	20 +18	+900%	+$921	﹤0.01%	704
2025 Q4	$137	Sell	2 -2	-50%	-$138	﹤0.01%	960
2025 Q3	$289	Sell	4 -3	-43%	-$231	﹤0.01%	808
2025 Q2	$546	Buy	+7	New	+$566	﹤0.01%	610
2024 Q4	–	Sell	-4	Closed	-$249	–	482
2024 Q3	$249	Hold	4	–	–	﹤0.01%	441
2024 Q2	$238	Hold	4	–	–	﹤0.01%	409
2024 Q1	$234	Hold	4	–	–	﹤0.01%	426
2023 Q4	$238	Buy	+4	New	+$183	﹤0.01%	409

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 $3.37T AUM 44.26% 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

American Capital Advisory's DOCU Position: Q2 2026 in Review

American Capital Advisory increased its DocuSign (DOCU) stake by 30% in Q2 2026, buying an estimated $281 and bringing the position to 26 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

American Capital Advisory first reported a position in DOCU in Q4 2023 and has held it in 9 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

American Capital Advisory held 26 shares of DocuSign worth $1.16K as of Q2 2026.
American Capital Advisory bought 6 DocuSign shares in Q2 2026, an estimated $281.
DocuSign made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #757 holding.
American Capital Advisory first reported a position in DocuSign in Q4 2023 and has held it in 9 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.