API
DOCU

Asset Planning Inc’s DocuSign DOCU Stock Holding History

Asset Planning Inc’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 		$2.22K Hold
50
– – ﹤0.01% 299
2026
Q1 		$2.37K Hold
50
– – ﹤0.01% 275
2025
Q4 		$3.42K Hold
50
– – ﹤0.01% 266
2025
Q3 		$3.6K Hold
50
– – ﹤0.01% 262
2025
Q2 		$3.9K Hold
50
– – ﹤0.01% 257
2025
Q1 		$4.07K Hold
50
– – ﹤0.01% 267
2024
Q4 		$4.5K Buy
+50
New +$3.99K ﹤0.01% 268

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

Asset Planning Inc's DOCU Position: Q2 2026 in Review

Asset Planning Inc held its DocuSign (DOCU) position steady in Q2 2026 at 50 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Asset Planning Inc first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Asset Planning Inc held 50 shares of DocuSign worth $2.22K as of Q2 2026.
  • Asset Planning Inc left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #299 holding.
  • Asset Planning Inc first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's DocuSign position peaked at $4.5K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.