AssetMark Inc
DOCU icon

AssetMark Inc’s DocuSign DOCU Stock Holding History

AssetMark 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
Q3 		$12.8M Sell
190,049
-21,097
-10% -$1.25M 0.02% 509
2026
Q2 		$9.38M Buy
211,146
+8,256
+4% +$387K 0.02% 575
2026
Q1 		$9.6M Buy
202,890
+4,463
+2% +$228K 0.02% 512
2025
Q4 		$13.6M Sell
198,427
-372,050
-65% -$25.7M 0.03% 411
2025
Q3 		$41.1M Sell
570,477
-44,815
-7% -$3.45M 0.09% 185
2025
Q2 		$47.9M Buy
615,292
+188,067
+44% +$15.2M 0.11% 157
2025
Q1 		$34.8M Buy
427,225
+10,639
+3% +$932K 0.1% 176
2024
Q4 		$37.5M Buy
416,586
+416,528
+718,152% +$33.3M 0.1% 162
2024
Q3 		$3.6K Buy
58
+21
+57% +$1.18K ﹤0.01% 1778
2024
Q2 		$1.98K Buy
37
+29
+363% +$1.64K ﹤0.01% 1751
2024
Q1 		$476 Buy
8
+5
+167% +$282 ﹤0.01% 1726
2023
Q4 		$178 Buy
+3
New +$138 ﹤0.01% 1781
2022
Q4 		– Sell
-28
Closed -$1K – 1607
2022
Q3 		$1K Hold
28
– – ﹤0.01% 1430
2022
Q2 		$2K Hold
28
– – ﹤0.01% 1364
2022
Q1 		$3K Sell
28
-7,788
-100% -$894K ﹤0.01% 1351
2021
Q4 		$1.19M Buy
7,816
+7,236
+1,248% +$1.65M ﹤0.01% 385
2021
Q3 		$149K Buy
+580
New +$167K ﹤0.01% 608
2021
Q1 		– Sell
-43
Closed -$10K – 1369
2020
Q4 		$10K Buy
+43
New +$9.7K ﹤0.01% 920
2019
Q2 		– Sell
-362
Closed -$19K – 1349
2019
Q1 		$19K Buy
+362
New +$18.5K ﹤0.01% 889

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

AssetMark Inc's DOCU Position: Q3 2026 in Review

AssetMark Inc reduced its DocuSign (DOCU) stake by 10% in Q3 2026, selling an estimated $1.25M and leaving 190,049 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #509.

AssetMark Inc first reported a position in DOCU in Q1 2019 and has held it in 19 quarters since. The position peaked at $47.9M in Q2 2025. 229 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • AssetMark Inc held 190,049 shares of DocuSign worth $12.8M as of Q3 2026.
  • AssetMark Inc sold 21,097 DocuSign shares in Q3 2026, an estimated $1.25M.
  • DocuSign made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #509 holding.
  • AssetMark Inc first reported a position in DocuSign in Q1 2019 and has held it in 19 quarters since.
  • AssetMark Inc's DocuSign position peaked at $47.9M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.