Atomi Financial Group
DOCU icon

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
Q3 		$661K Buy
9,850
+2,253
+30% +$134K 0.02% 657
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Atomi Financial Group's DOCU Position: Q3 2026 in Review

Atomi Financial Group increased its DocuSign (DOCU) stake by 30% in Q3 2026, buying an estimated $134K and bringing the position to 9,850 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #657.

Atomi Financial Group first reported a position in DOCU in Q2 2024 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Atomi Financial Group held 9,850 shares of DocuSign worth $661K as of Q3 2026.
  • Atomi Financial Group bought 2,253 DocuSign shares in Q3 2026, an estimated $134K.
  • DocuSign made up 0.02% of Atomi Financial Group's portfolio in Q3 2026, its #657 holding.
  • Atomi Financial Group first reported a position in DocuSign in Q2 2024 and has held it in 10 quarters since.
  • 374 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.