AssetMark Inc
DOCU

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
Q2 		$9.38M Buy
211,146
+8,256
+4% +$387K 0.02% 575
2026
Q1 		$9.62M 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 +$9.66K ﹤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

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

AssetMark Inc's DOCU Position: Q2 2026 in Review

AssetMark Inc increased its DocuSign (DOCU) stake by 4.1% in Q2 2026, buying an estimated $387K and bringing the position to 211,146 shares worth $9.38M. The position accounts for 0.02% of the portfolio, ranked #575.

AssetMark Inc first reported a position in DOCU in Q1 2019 and has held it in 18 quarters since. The position peaked at $47.9M in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • AssetMark Inc held 211,146 shares of DocuSign worth $9.38M as of Q2 2026.
  • AssetMark Inc bought 8,256 DocuSign shares in Q2 2026, an estimated $387K.
  • DocuSign made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #575 holding.
  • AssetMark Inc first reported a position in DocuSign in Q1 2019 and has held it in 18 quarters since.
  • AssetMark Inc's DocuSign position peaked at $47.9M in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.