BWA
DOCU

Basecamp Wealth Advisors’s DocuSign DOCU Stock Holding History

Basecamp Wealth Advisors’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 		$16.9K Sell
381
-34
-8% -$1.59K ﹤0.01% 876
2026
Q1 		$19.7K Buy
415
+75
+22% +$3.84K ﹤0.01% 827
2025
Q4 		$23.3K Buy
+340
New +$23.5K 0.01% 741

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's DOCU Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its DocuSign (DOCU) stake by 8.2% in Q2 2026, selling an estimated $1.59K and leaving 381 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Basecamp Wealth Advisors first reported a position in DOCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.3K in Q4 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Basecamp Wealth Advisors held 381 shares of DocuSign worth $16.9K as of Q2 2026.
  • Basecamp Wealth Advisors sold 34 DocuSign shares in Q2 2026, an estimated $1.59K.
  • DocuSign made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #876 holding.
  • Basecamp Wealth Advisors first reported a position in DocuSign in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's DocuSign position peaked at $23.3K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.