Cetera Investment Advisers
DOCU

Cetera Investment Advisers’s DocuSign DOCU Stock Holding History

Cetera Investment Advisers’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 		$1.73M Buy
38,842
+1,734
+5% +$81.3K ﹤0.01% 2513
2026
Q1 		$1.76M Sell
37,108
-17,289
-32% -$885K ﹤0.01% 2406
2025
Q4 		$3.72M Sell
54,397
-12,913
-19% -$893K ﹤0.01% 1679
2025
Q3 		$4.85M Buy
67,310
+15,704
+30% +$1.21M 0.01% 1424
2025
Q2 		$4.02M Buy
51,606
+3,507
+7% +$284K 0.01% 1329
2025
Q1 		$3.92M Sell
48,099
-2,230
-4% -$195K 0.01% 1272
2024
Q4 		$4.53M Buy
50,329
+5,302
+12% +$423K 0.01% 1089
2024
Q3 		$2.8M Buy
45,027
+646
+1% +$36.2K 0.01% 1371
2024
Q2 		$2.37M Sell
44,381
-1,328
-3% -$74.9K 0.01% 1442
2024
Q1 		$2.72M Buy
45,709
+37,484
+456% +$2.12M 0.01% 1344
2023
Q4 		$489K Buy
8,225
+710
+9% +$32.6K ﹤0.01% 1504
2023
Q3 		$316K Sell
7,515
-533
-7% -$26.1K ﹤0.01% 1691
2023
Q2 		$411K Sell
8,048
-906
-10% -$48K ﹤0.01% 1560
2023
Q1 		$522K Buy
8,954
+63
+0.7% +$3.76K ﹤0.01% 1401
2022
Q4 		$493K Buy
8,891
+676
+8% +$32.9K ﹤0.01% 1382
2022
Q3 		$439K Sell
8,215
-2,116
-20% -$133K 0.01% 1038
2022
Q2 		$593K Sell
10,331
-304
-3% -$24.6K 0.01% 1003
2022
Q1 		$1.14M Sell
10,635
-10,917
-51% -$1.25M 0.02% 774
2021
Q4 		$3.28M Buy
21,552
+1,402
+7% +$320K 0.05% 398
2021
Q3 		$5.19M Sell
20,150
-195
-1% -$56.2K 0.08% 263
2021
Q2 		$5.69M Buy
20,345
+6,306
+45% +$1.41M 0.09% 246
2021
Q1 		$2.84M Buy
14,039
+2,710
+24% +$628K 0.06% 334
2020
Q4 		$2.52M Buy
11,329
+9,133
+416% +$2.05M 0.05% 374
2020
Q3 		$473K Sell
2,196
-63
-3% -$13.1K 0.04% 393
2020
Q2 		$389K Sell
2,259
-465
-17% -$58.6K 0.04% 410
2020
Q1 		$252K Buy
+2,724
New +$219K 0.03% 439

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

Cetera Investment Advisers's DOCU Position: Q2 2026 in Review

Cetera Investment Advisers increased its DocuSign (DOCU) stake by 4.7% in Q2 2026, buying an estimated $81.3K and bringing the position to 38,842 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Cetera Investment Advisers first reported a position in DOCU in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.69M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Cetera Investment Advisers held 38,842 shares of DocuSign worth $1.73M as of Q2 2026.
  • Cetera Investment Advisers bought 1,734 DocuSign shares in Q2 2026, an estimated $81.3K.
  • DocuSign made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2513 holding.
  • Cetera Investment Advisers first reported a position in DocuSign in Q1 2020 and has held it in 26 quarters since.
  • Cetera Investment Advisers's DocuSign position peaked at $5.69M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.