Bank of Montreal’s DocuSign DOCU Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-64,400	Closed	-$5.79M	–	3552
2024 Q4	$5.79M	Buy	+64,400	New	+$5.14M	﹤0.01%	1153
2022 Q2	–	Sell	-480,000	Closed	-$51.9M	–	4163
2022 Q1	$51.9M	Buy	+480,000	New	+$55.1M	0.03%	455
2019 Q3	–	Sell	-25,000	Closed	-$1.24M	–	4770
2019 Q2	$1.24M	Buy	+25,000	New	+$1.33M	﹤0.01%	1968

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal's DOCU Position: Q2 2026 in Review

Bank of Montreal reduced its DocuSign (DOCU) stake by 7% in Q2 2026, selling an estimated $424K and leaving 120,123 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Bank of Montreal first reported a position in DOCU in Q2 2018 and has held it in 33 quarters since. The position peaked at $109M in Q4 2021. 452 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Bank of Montreal held 120,123 shares of DocuSign worth $5.34M as of Q2 2026.
Bank of Montreal sold 9,049 DocuSign shares in Q2 2026, an estimated $424K.
DocuSign made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1351 holding.
Bank of Montreal first reported a position in DocuSign in Q2 2018 and has held it in 33 quarters since.
Bank of Montreal's DocuSign position peaked at $109M in Q4 2021.
452 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.