BGAI
DOCU

Bruce G. Allen Investments’s DocuSign DOCU Stock Holding History

Bruce G. Allen 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 		– Sell
-6
Closed -$284 – 1057
2026
Q1 		$284 Buy
6
+3
+100% +$153 ﹤0.01% 1036
2025
Q4 		$205 Buy
+3
New +$207 ﹤0.01% 1055

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's DOCU Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 6 shares — an estimated $284 sold.

Bruce G. Allen Investments first reported a position in DOCU in Q4 2025 and held it in 2 quarters. The position peaked at $284 in Q1 2026. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 6 DocuSign shares in Q2 2026, an estimated $284.
  • Bruce G. Allen Investments first reported a position in DocuSign in Q4 2025 and held it in 2 quarters.
  • Bruce G. Allen Investments's DocuSign position peaked at $284 in Q1 2026.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.