Atomi Financial Group’s DocuSign DOCU Stock Holding History

Atomi Financial Group’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	$337K	Buy	7,597 +23	+0.3%	+$1.08K	0.01%	970
2026 Q1	$359K	Buy	7,574 +987	+15%	+$50.5K	0.01%	858
2025 Q4	$451K	Sell	6,587 -622	-9%	-$43K	0.01%	742
2025 Q3	$520K	Buy	7,209 +390	+6%	+$30.1K	0.02%	637
2025 Q2	$531K	Sell	6,819 -334	-5%	-$27K	0.02%	564
2025 Q1	$582K	Buy	7,153 +1,292	+22%	+$113K	0.03%	468
2024 Q4	$527K	Buy	5,861 +1,235	+27%	+$98.6K	0.03%	460
2024 Q3	$287K	Buy	4,626 +815	+21%	+$45.7K	0.02%	686
2024 Q2	$204K	Buy	+3,811	New	+$215K	0.02%	735

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

Atomi Financial Group's DOCU Position: Q2 2026 in Review

Atomi Financial Group increased its DocuSign (DOCU) stake by 0.3% in Q2 2026, buying an estimated $1.08K and bringing the position to 7,597 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #970.

Atomi Financial Group first reported a position in DOCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $582K in Q1 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Atomi Financial Group held 7,597 shares of DocuSign worth $337K as of Q2 2026.
Atomi Financial Group bought 23 DocuSign shares in Q2 2026, an estimated $1.08K.
DocuSign made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #970 holding.
Atomi Financial Group first reported a position in DocuSign in Q2 2024 and has held it in 9 quarters since.
Atomi Financial Group's DocuSign position peaked at $582K in Q1 2025.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.