Cary Street Partners Investment Advisory’s DocuSign DOCU Stock Holding History

Cary Street Partners Investment Advisory’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	$524K	Buy	11,795 +10,335	+708%	+$484K	0.11%	192
2026 Q1	$69.2K	Buy	1,460 +899	+160%	+$46K	0.02%	504
2025 Q4	$38.4K	Buy	561 +424	+309%	+$29.3K	0.01%	537
2025 Q3	$9.88K	Buy	137 +44	+47%	+$3.39K	﹤0.01%	537
2025 Q2	$7.24K	Buy	93 +17	+22%	+$1.38K	﹤0.01%	529
2025 Q1	$6.19K	Sell	76 -985	-93%	-$86.3K	﹤0.01%	510
2024 Q4	$95.4K	Buy	+1,061	New	+$84.7K	0.06%	263
2024 Q3	–	Sell	-3,864	Closed	-$207K	–	768
2024 Q2	$207K	Buy	3,864 +174	+5%	+$9.81K	0.01%	709
2024 Q1	$220K	Buy	3,690 +30	+0.8%	+$1.69K	0.01%	645
2023 Q4	$218K	Buy	3,660 +850	+30%	+$39K	0.01%	598
2023 Q3	$118K	Buy	2,810 +580	+26%	+$28.4K	0.01%	666
2023 Q2	$114K	Hold	2,230	–	–	0.01%	640
2023 Q1	$130K	Buy	2,230 +730	+49%	+$43.5K	0.01%	553
2022 Q4	$83.1K	Buy	+1,500	New	+$73K	0.01%	626
2020 Q4	–	Sell	-25	Closed	-$5K	–	480
2020 Q3	$5K	Buy	+25	New	+$5.19K	﹤0.01%	835

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 $3.38T AUM 44.17% 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

Cary Street Partners Investment Advisory's DOCU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its DocuSign (DOCU) stake by 708% in Q2 2026, buying an estimated $484K and bringing the position to 11,795 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #192.

Cary Street Partners Investment Advisory first reported a position in DOCU in Q3 2020 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Cary Street Partners Investment Advisory held 11,795 shares of DocuSign worth $524K as of Q2 2026.
Cary Street Partners Investment Advisory bought 10,335 DocuSign shares in Q2 2026, an estimated $484K.
DocuSign made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #192 holding.
Cary Street Partners Investment Advisory first reported a position in DocuSign in Q3 2020 and has held it in 15 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.