Chicago Partners Investment Group’s DocuSign DOCU Stock Holding History

Chicago Partners Investment Group’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	$1.52M	Buy	32,208 +10,477	+48%	+$491K	0.03%	470
2026 Q1	$1.03M	Buy	21,731 +14,268	+191%	+$730K	0.02%	538
2025 Q4	$429K	Buy	7,463 +246	+3%	+$17K	0.01%	853
2025 Q3	$510K	Buy	7,217 +3,082	+75%	+$238K	0.01%	693
2025 Q2	$337K	Buy	4,135 +1,154	+39%	+$93.4K	0.01%	782
2025 Q1	$245K	Buy	+2,981	New	+$261K	0.01%	775
2021 Q4	–	Sell	-1,452	Closed	-$370K	–	579
2021 Q3	$370K	Sell	1,452 -99	-6%	-$28.5K	0.03%	395
2021 Q2	$474K	Sell	1,551 -699	-31%	-$156K	0.04%	332
2021 Q1	$527K	Buy	2,250 +282	+14%	+$65.4K	0.04%	300
2020 Q4	$502K	Buy	1,968 +198	+11%	+$44.5K	0.05%	281
2020 Q3	$369K	Sell	1,770 -1	-0.1%	-$208	0.04%	281
2020 Q2	$348K	Buy	+1,771	New	+$223K	0.04%	267

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

Chicago Partners Investment Group's DOCU Position: Q2 2026 in Review

Chicago Partners Investment Group increased its DocuSign (DOCU) stake by 48% in Q2 2026, buying an estimated $491K and bringing the position to 32,208 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #470.

Chicago Partners Investment Group first reported a position in DOCU in Q2 2020 and has held it in 12 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Chicago Partners Investment Group held 32,208 shares of DocuSign worth $1.52M as of Q2 2026.
Chicago Partners Investment Group bought 10,477 DocuSign shares in Q2 2026, an estimated $491K.
DocuSign made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #470 holding.
Chicago Partners Investment Group first reported a position in DocuSign in Q2 2020 and has held it in 12 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.