CIA
DOCU

Caerus Investment Advisors’s DocuSign DOCU Stock Holding History

Caerus Investment Advisors’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 		$365K Sell
8,213
-980
-11% -$45.9K 0.12% 158
2026
Q1 		$436K Buy
+9,193
New +$470K 0.18% 112

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

Caerus Investment Advisors's DOCU Position: Q2 2026 in Review

Caerus Investment Advisors reduced its DocuSign (DOCU) stake by 11% in Q2 2026, selling an estimated $45.9K and leaving 8,213 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #158.

Caerus Investment Advisors first reported a position in DOCU in Q1 2026 and has held it in 2 quarters since. The position peaked at $436K in Q1 2026. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Caerus Investment Advisors held 8,213 shares of DocuSign worth $365K as of Q2 2026.
  • Caerus Investment Advisors sold 980 DocuSign shares in Q2 2026, an estimated $45.9K.
  • DocuSign made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Caerus Investment Advisors first reported a position in DocuSign in Q1 2026 and has held it in 2 quarters since.
  • Caerus Investment Advisors's DocuSign position peaked at $436K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.