Charles Schwab’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $81.3M | Buy |
1,829,997
+103,196
| +6% | +$4.84M | 0.01% | 913 |
|
|
2026
Q1 | $81.9M | Buy |
1,726,801
+152,139
| +10% | +$7.78M | 0.01% | 835 |
|
|
2025
Q4 | $108M | Buy |
1,574,662
+61,160
| +4% | +$4.23M | 0.02% | 697 |
|
|
2025
Q3 | $109M | Buy |
1,513,502
+65,608
| +5% | +$5.06M | 0.02% | 664 |
|
|
2025
Q2 | $113M | Buy |
1,447,894
+48,880
| +3% | +$3.95M | 0.02% | 624 |
|
|
2025
Q1 | $114M | Buy |
1,399,014
+57,061
| +4% | +$5M | 0.02% | 595 |
|
|
2024
Q4 | $121M | Buy |
1,341,953
+13,598
| +1% | +$1.09M | 0.02% | 566 |
|
|
2024
Q3 | $82.5M | Buy |
1,328,355
+16,014
| +1% | +$897K | 0.02% | 778 |
|
|
2024
Q2 | $70.2M | Buy |
1,312,341
+20,591
| +2% | +$1.16M | 0.01% | 829 |
|
|
2024
Q1 | $76.9M | Buy |
1,291,750
+31,454
| +2% | +$1.78M | 0.02% | 745 |
|
|
2023
Q4 | $74.9M | Buy |
1,260,296
+44,646
| +4% | +$2.05M | 0.02% | 702 |
|
|
2023
Q3 | $51.1M | Buy |
1,215,650
+531,682
| +78% | +$26.1M | 0.01% | 862 |
|
|
2023
Q2 | $34.9M | Buy |
683,968
+12,274
| +2% | +$650K | 0.01% | 1112 |
|
|
2023
Q1 | $39.2M | Buy |
671,694
+10,141
| +2% | +$605K | 0.01% | 994 |
|
|
2022
Q4 | $36.7M | Buy |
661,553
+31,235
| +5% | +$1.52M | 0.01% | 1009 |
|
|
2022
Q3 | $33.7M | Buy |
630,318
+7,476
| +1% | +$469K | 0.01% | 1019 |
|
|
2022
Q2 | $35.7M | Buy |
622,842
+10,906
| +2% | +$883K | 0.01% | 977 |
|
|
2022
Q1 | $65.6M | Buy |
611,936
+15,739
| +3% | +$1.81M | 0.02% | 708 |
|
|
2021
Q4 | $90.8M | Buy |
596,197
+12,491
| +2% | +$2.85M | 0.03% | 572 |
|
|
2021
Q3 | $150M | Buy |
583,706
+12,823
| +2% | +$3.69M | 0.05% | 347 |
|
|
2021
Q2 | $160M | Buy |
570,883
+33,180
| +6% | +$7.42M | 0.05% | 327 |
|
|
2021
Q1 | $109M | Sell |
537,703
-49,845
| -8% | -$11.6M | 0.04% | 409 |
|
|
2020
Q4 | $131M | Sell |
587,548
-10,726
| -2% | -$2.41M | 0.05% | 321 |
|
|
2020
Q3 | $129M | Sell |
598,274
-139,069
| -19% | -$28.9M | 0.06% | 289 |
|
|
2020
Q2 | $127M | Sell |
737,343
-22,090
| -3% | -$2.78M | 0.06% | 282 |
|
|
2020
Q1 | $70.2M | Sell |
759,433
-70,138
| -8% | -$5.64M | 0.04% | 399 |
|
|
2019
Q4 | $61.5M | Sell |
829,571
-19,103
| -2% | -$1.31M | 0.03% | 516 |
|
|
2019
Q3 | $52.5M | Buy |
848,674
+495,687
| +140% | +$26M | 0.03% | 551 |
|
|
2019
Q2 | $17.5M | Buy |
352,987
+81,447
| +30% | +$4.35M | 0.01% | 1231 |
|
|
2019
Q1 | $14.1M | Buy |
271,540
+187,705
| +224% | +$9.58M | 0.01% | 1360 |
|
|
2018
Q4 | $3.36M | Buy |
83,835
+8,489
| +11% | +$357K | ﹤0.01% | 2118 |
|
|
2018
Q3 | $3.96M | Buy |
75,346
+5,461
| +8% | +$310K | ﹤0.01% | 2175 |
|
|
2018
Q2 | $3.7M | Buy |
+69,885
| New | +$3.53M | ﹤0.01% | 2150 |
|
Other funds holding DOCU
Charles Schwab's DOCU Position: Q2 2026 in Review
Charles Schwab increased its DocuSign (DOCU) stake by 6% in Q2 2026, buying an estimated $4.84M and bringing the position to 1,829,997 shares worth $81.3M. The position accounts for 0.01% of the portfolio, ranked #913.
Charles Schwab first reported a position in DOCU in Q2 2018 and has held it in 33 quarters since. The position peaked at $160M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- Charles Schwab held 1,829,997 shares of DocuSign worth $81.3M as of Q2 2026.
- Charles Schwab bought 103,196 DocuSign shares in Q2 2026, an estimated $4.84M.
- DocuSign made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #913 holding.
- Charles Schwab first reported a position in DocuSign in Q2 2018 and has held it in 33 quarters since.
- Charles Schwab's DocuSign position peaked at $160M in Q2 2021.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.