AI
DOCU

Atria Investments’s DocuSign DOCU Stock Holding History

Atria Investments’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 		– Sell
-6,691
Closed -$317K – 2147
2026
Q1 		$317K Sell
6,691
-554
-8% -$28.3K ﹤0.01% 1724
2025
Q4 		$496K Sell
7,245
-1,028
-12% -$71.1K 0.01% 1454
2025
Q3 		$596K Sell
8,273
-182
-2% -$14K 0.01% 1330
2025
Q2 		$659K Buy
8,455
+449
+6% +$36.3K 0.01% 1273
2025
Q1 		$652K Sell
8,006
-830
-9% -$72.7K 0.01% 1210
2024
Q4 		$795K Hold
8,836
– – 0.01% 1107
2024
Q3 		$549K Buy
8,836
+96
+1% +$5.38K 0.01% 1271
2024
Q2 		$468K Buy
+8,740
New +$493K 0.01% 1339
2023
Q3 		– Sell
-25,564
Closed -$1.31M – 852
2023
Q2 		$1.31M Buy
25,564
+2,782
+12% +$147K 0.02% 727
2023
Q1 		$1.33M Buy
+22,782
New +$1.36M 0.03% 692
2022
Q2 		– Sell
-15,630
Closed -$1.67M – 778
2022
Q1 		$1.67M Buy
+15,630
New +$1.79M 0.03% 634
2021
Q1 		– Sell
-6,109
Closed -$1.36M – 713
2020
Q4 		$1.36M Buy
6,109
+1,208
+25% +$271K 0.03% 558
2020
Q3 		$1.05M Sell
4,901
-11,527
-70% -$2.39M 0.03% 549
2020
Q2 		$2.83M Buy
+16,428
New +$2.07M 0.1% 248
2020
Q1 		– Sell
-39,975
Closed -$2.96M – 696
2019
Q4 		$2.96M Buy
39,975
+8,762
+28% +$602K 0.08% 217
2019
Q3 		$1.93M Sell
31,213
-659
-2% -$34.5K 0.07% 240
2019
Q2 		$1.4M Buy
31,872
+7,600
+31% +$406K 0.05% 305
2019
Q1 		$1.26M Buy
24,272
+10,617
+78% +$542K 0.05% 300
2018
Q4 		$547K Buy
13,655
+8,295
+155% +$349K 0.02% 471
2018
Q3 		$282K Buy
+5,360
New +$304K 0.01% 793

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 $3.38T AUM 44.17% 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

Atria Investments's DOCU Position: Q2 2026 in Review

Atria Investments sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 6,691 shares — an estimated $317K sold.

Atria Investments first reported a position in DOCU in Q3 2018 and held it in 20 quarters. The position peaked at $2.96M in Q4 2019. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Atria Investments reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 6,691 DocuSign shares in Q2 2026, an estimated $317K.
  • Atria Investments first reported a position in DocuSign in Q3 2018 and held it in 20 quarters.
  • Atria Investments's DocuSign position peaked at $2.96M in Q4 2019.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.