AWM
DOCU

Apollon Wealth Management’s DocuSign DOCU Stock Holding History

Apollon Wealth Management’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 		$246K Buy
+5,529
New +$259K ﹤0.01% 1387
2025
Q1 		– Sell
-2,336
Closed -$210K – 1227
2024
Q4 		$210K Sell
2,336
-926
-28% -$73.9K ﹤0.01% 1087
2024
Q3 		$203K Buy
+3,262
New +$183K 0.01% 1064
2024
Q2 		– Sell
-3,585
Closed -$213K – 1116
2024
Q1 		$213K Sell
3,585
-188
-5% -$10.6K 0.01% 1018
2023
Q4 		$224K Sell
3,773
-1,323
-26% -$60.7K 0.01% 960
2023
Q3 		$214K Sell
5,096
-692
-12% -$33.9K 0.01% 810
2023
Q2 		$296K Buy
5,788
+372
+7% +$19.7K 0.01% 745
2023
Q1 		$316K Buy
5,416
+124
+2% +$7.4K 0.02% 666
2022
Q4 		$293K Sell
5,292
-59
-1% -$2.87K 0.02% 670
2022
Q3 		$286K Buy
5,351
+60
+1% +$3.76K 0.02% 616
2022
Q2 		$304K Buy
5,291
+254
+5% +$20.6K 0.03% 562
2022
Q1 		$540K Buy
5,037
+347
+7% +$39.8K 0.04% 439
2021
Q4 		$714K Buy
4,690
+3,743
+395% +$853K 0.05% 380
2021
Q3 		$244K Buy
947
+184
+24% +$53K 0.03% 390
2021
Q2 		$213K Sell
763
-1,106
-59% -$247K 0.04% 340
2021
Q1 		$378K Buy
+1,869
New +$433K 0.07% 233
2020
Q3 		– Sell
-432
Closed -$74K – 288
2020
Q2 		$74K Buy
+432
New +$54.4K 0.04% 204

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

Apollon Wealth Management's DOCU Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in DocuSign (DOCU) in Q2 2026: 5,529 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in DOCU as recently as Q4 2024.

Apollon Wealth Management first reported a position in DOCU in Q2 2020 and has held it in 17 quarters since. The position peaked at $714K in Q4 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Apollon Wealth Management held 5,529 shares of DocuSign worth $246K as of Q2 2026.
  • DocuSign was a new Apollon Wealth Management position in Q2 2026.
  • DocuSign made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • Apollon Wealth Management first reported a position in DocuSign in Q2 2020 and has held it in 17 quarters since.
  • Apollon Wealth Management's DocuSign position peaked at $714K in Q4 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.