BG
DOCU

Bollard Group’s DocuSign DOCU Stock Holding History

Bollard Group’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
-9,053
Closed -$429K – 311
2026
Q1 		$429K Buy
+9,053
New +$463K 0.01% 143
2025
Q3 		– Sell
-9,053
Closed -$705K – 276
2025
Q2 		$705K Hold
9,053
– – 0.02% 136
2025
Q1 		$737K Hold
9,053
– – 0.02% 119
2024
Q4 		$814K Hold
9,053
– – 0.02% 115
2024
Q3 		$562K Hold
9,053
– – 0.02% 142
2024
Q2 		$484K Hold
9,053
– – 0.01% 140
2024
Q1 		$539K Hold
9,053
– – 0.02% 136
2023
Q4 		$538K Hold
9,053
– – 0.02% 127
2023
Q3 		$380K Sell
9,053
-15
-0.2% -$735 0.01% 136
2023
Q2 		$463K Buy
9,068
+15
+0.2% +$794 0.02% 138
2023
Q1 		$528K Hold
9,053
– – 0.02% 129
2022
Q4 		$502K Hold
9,053
– – 0.02% 127
2022
Q3 		$484K Hold
9,053
– – 0.02% 129
2022
Q2 		$519K Hold
9,053
– – 0.02% 134
2022
Q1 		$970K Sell
9,053
-400
-4% -$45.9K 0.03% 140
2021
Q4 		$1.44M Sell
9,453
-24,585
-72% -$5.61M 0.05% 120
2021
Q3 		$8.76M Buy
34,038
+5,840
+21% +$1.68M 0.29% 54
2021
Q2 		$7.88M Sell
28,198
-7,245
-20% -$1.62M 0.25% 56
2021
Q1 		$7.17M Sell
35,443
-200
-0.6% -$46.4K 0.25% 50
2020
Q4 		$7.92M Sell
35,643
-200
-0.6% -$44.9K 0.3% 46
2020
Q3 		$7.71M Buy
35,843
+29,414
+458% +$6.11M 0.28% 48
2020
Q2 		$1.11M Buy
6,429
+400
+7% +$50.4K 0.04% 111
2020
Q1 		$557K Hold
6,029
– – 0.02% 120
2019
Q4 		$447K Hold
6,029
– – 0.01% 136
2019
Q3 		$373K Hold
6,029
– – 0.01% 141
2019
Q2 		$300K Hold
6,029
– – 0.01% 161
2019
Q1 		$313K Buy
+6,029
New +$308K 0.01% 158

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

Bollard Group's DOCU Position: Q2 2026 in Review

Bollard Group sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 9,053 shares — an estimated $429K sold.

Bollard Group first reported a position in DOCU in Q1 2019 and held it in 27 quarters. The position peaked at $8.76M in Q3 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Bollard Group reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Bollard Group sold 9,053 DocuSign shares in Q2 2026, an estimated $429K.
  • Bollard Group first reported a position in DocuSign in Q1 2019 and held it in 27 quarters.
  • Bollard Group's DocuSign position peaked at $8.76M in Q3 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.