Brinker Capital Investments’s DocuSign DOCU Stock Holding History

Brinker Capital Investments’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	$963K	Buy	21,678 +10,896	+101%	+$511K	0.01%	1180
2026 Q1	$511K	Sell	10,782 -5,123	-32%	-$262K	﹤0.01%	1443
2025 Q4	$1.09M	Sell	15,905 -3,590	-18%	-$248K	0.01%	1196
2025 Q3	$1.41M	Sell	19,495 -4,337	-18%	-$334K	0.01%	1026
2025 Q2	$1.86M	Buy	23,832 +8,031	+51%	+$650K	0.02%	822
2025 Q1	$1.29M	Buy	15,801 +3,871	+32%	+$339K	0.01%	942
2024 Q4	$1.07M	Buy	+11,930	New	+$953K	0.01%	1012
2023 Q3	–	Sell	-27,363	Closed	-$1.4M	–	1626
2023 Q2	$1.4M	Sell	27,363 -452	-2%	-$23.9K	0.01%	804
2023 Q1	$1.62M	Buy	+27,815	New	+$1.66M	0.02%	677
2022 Q1	–	Sell	-3,258	Closed	-$496K	–	1385
2021 Q4	$496K	Sell	3,258 -942	-22%	-$215K	0.01%	1055
2021 Q3	$1.17M	Hold	4,200	–	–	0.02%	716
2021 Q2	$1.17M	Buy	4,200 +2,042	+95%	+$457K	0.02%	769
2021 Q1	$437K	Buy	+2,158	New	+$500K	0.01%	933
2020 Q4	–	Sell	-971	Closed	-$209K	–	1054
2020 Q3	$209K	Buy	+971	New	+$202K	﹤0.01%	1101

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

Brinker Capital Investments's DOCU Position: Q2 2026 in Review

Brinker Capital Investments increased its DocuSign (DOCU) stake by 101% in Q2 2026, buying an estimated $511K and bringing the position to 21,678 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #1180.

Brinker Capital Investments first reported a position in DOCU in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Brinker Capital Investments held 21,678 shares of DocuSign worth $963K as of Q2 2026.
Brinker Capital Investments bought 10,896 DocuSign shares in Q2 2026, an estimated $511K.
DocuSign made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1180 holding.
Brinker Capital Investments first reported a position in DocuSign in Q3 2020 and has held it in 14 quarters since.
Brinker Capital Investments's DocuSign position peaked at $1.86M in Q2 2025.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.