Chase Investment Counsel’s DocuSign DOCU Stock Holding History

Chase Investment Counsel’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	$5.05M	Buy	+113,785	New	+$5.33M	1.07%	30
2021 Q2	–	Sell	-11,211	Closed	-$2.27M	–	108
2021 Q1	$2.27M	Sell	11,211 -8,766	-44%	-$2.03M	1.04%	43
2020 Q4	$4.44M	Sell	19,977 -180	-0.9%	-$40.4K	1.96%	16
2020 Q3	$4.34M	Sell	20,157 -2,525	-11%	-$524K	2.16%	11
2020 Q2	$3.91M	Sell	22,682 -18,442	-45%	-$2.32M	1.98%	10
2020 Q1	$3.8M	Buy	+41,124	New	+$3.31M	2.56%	14

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 $3.37T AUM 44.26% 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

Chase Investment Counsel's DOCU Position: Q2 2026 in Review

Chase Investment Counsel opened a new position in DocuSign (DOCU) in Q2 2026: 113,785 shares worth $5.05M. The stake represents 1.07% of the portfolio and ranks #30 among its holdings. This is a return to the name: Chase Investment Counsel previously reported a position in DOCU as recently as Q1 2021.

Chase Investment Counsel first reported a position in DOCU in Q1 2020 and has held it in 6 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Chase Investment Counsel held 113,785 shares of DocuSign worth $5.05M as of Q2 2026.
DocuSign was a new Chase Investment Counsel position in Q2 2026.
DocuSign made up 1.07% of Chase Investment Counsel's portfolio in Q2 2026, its #30 holding.
Chase Investment Counsel first reported a position in DocuSign in Q1 2020 and has held it in 6 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.