Basepoint Wealth’s DocuSign DOCU Stock Holding History

Basepoint Wealth’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	-430	Closed	-$20.4K	–	649
2026 Q1	$20.4K	Sell	430 -136	-24%	-$6.96K	0.01%	328
2025 Q4	$38.7K	Buy	+566	New	+$39.1K	0.02%	232

Other funds holding DOCU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Basepoint Wealth's DOCU Position: Q2 2026 in Review

Basepoint Wealth sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 430 shares — an estimated $20.4K sold.

Basepoint Wealth first reported a position in DOCU in Q4 2025 and held it in 2 quarters. The position peaked at $38.7K in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Basepoint Wealth reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
Basepoint Wealth sold 430 DocuSign shares in Q2 2026, an estimated $20.4K.
Basepoint Wealth first reported a position in DocuSign in Q4 2025 and held it in 2 quarters.
Basepoint Wealth's DocuSign position peaked at $38.7K in Q4 2025.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.