BC
DOCU

Burney Company’s DocuSign DOCU Stock Holding History

Burney Company’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 		$303K Sell
6,814
-64,707
-90% -$3.03M 0.01% 535
2026
Q1 		$3.39M Sell
71,521
-45,007
-39% -$2.3M 0.11% 167
2025
Q4 		$7.97M Sell
116,528
-5,297
-4% -$366K 0.25% 88
2025
Q3 		$8.78M Sell
121,825
-9,440
-7% -$727K 0.28% 89
2025
Q2 		$10.2M Sell
131,265
-11,008
-8% -$891K 0.35% 68
2025
Q1 		$11.6M Sell
142,273
-58,373
-29% -$5.11M 0.42% 66
2024
Q4 		$18M Buy
200,646
+7,364
+4% +$588K 0.64% 37
2024
Q3 		$12M Sell
193,282
-14,054
-7% -$788K 0.43% 64
2024
Q2 		$11.1M Buy
207,336
+19,095
+10% +$1.08M 0.42% 65
2024
Q1 		$11.2M Buy
188,241
+120,558
+178% +$6.81M 0.43% 58
2023
Q4 		$4.02M Sell
67,683
-31,761
-32% -$1.46M 0.17% 152
2023
Q3 		$4.18M Buy
99,444
+1,066
+1% +$52.3K 0.2% 136
2023
Q2 		$5.03M Buy
98,378
+5,246
+6% +$278K 0.23% 111
2023
Q1 		$5.43M Buy
+93,132
New +$5.56M 0.27% 105
2021
Q4 		– Sell
-832
Closed -$214K – 586
2021
Q3 		$214K Buy
832
+50
+6% +$14.4K 0.01% 545
2021
Q2 		$219K Buy
+782
New +$175K 0.01% 558

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

Burney Company's DOCU Position: Q2 2026 in Review

Burney Company reduced its DocuSign (DOCU) stake by 90% in Q2 2026, selling an estimated $3.03M and leaving 6,814 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #535.

Burney Company first reported a position in DOCU in Q2 2021 and has held it in 16 quarters since. The position peaked at $18M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Burney Company held 6,814 shares of DocuSign worth $303K as of Q2 2026.
  • Burney Company sold 64,707 DocuSign shares in Q2 2026, an estimated $3.03M.
  • DocuSign made up 0.01% of Burney Company's portfolio in Q2 2026, its #535 holding.
  • Burney Company first reported a position in DocuSign in Q2 2021 and has held it in 16 quarters since.
  • Burney Company's DocuSign position peaked at $18M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.