Bank of Montreal
DOCU

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
Q3 		– Sell
-1,400
Closed -$109K – 3595
2025
Q2 		$109K Buy
+1,400
New +$113K ﹤0.01% 2967
2022
Q3 		– Sell
-163,200
Closed -$14.4K – 4136
2022
Q2 		$14.4K Sell
163,200
-489,700
-75% -$39.6M 0.01% 893
2022
Q1 		$70.5M Buy
+652,900
New +$74.9M 0.03% 357

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
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.