CFML
DOCU

COMPASS FINANCIAL MANAGEMENT LLC’s DocuSign DOCU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$61.5K Buy
+1,325
New +$62.1K 0.01% 648

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DOCU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in DocuSign (DOCU) in Q2 2026: 1,325 shares worth $61.5K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings.

496 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,325 shares of DocuSign worth $61.5K as of Q2 2026.
  • DocuSign was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • DocuSign made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #648 holding.
  • 496 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.