Claret Asset Management’s DocuSign DOCU Stock Holding History

Claret Asset Management’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	$223K	Buy	+5,010	New	+$235K	0.02%	433
2026 Q1	–	Sell	-2,992	Closed	-$205K	–	368
2025 Q4	$205K	Sell	2,992 -7	-0.2%	-$484	0.02%	355
2025 Q3	$216K	Sell	2,999 -43	-1%	-$3.31K	0.03%	361
2025 Q2	$237K	Sell	3,042 -826	-21%	-$66.8K	0.03%	206
2025 Q1	$315K	Buy	3,868 +3	+0.1%	+$263	0.05%	139
2024 Q4	$348K	Buy	3,865 +26	+0.7%	+$2.08K	0.05%	116
2024 Q3	$238K	Buy	3,839 +20	+0.5%	+$1.12K	0.04%	185
2024 Q2	$204K	Buy	+3,819	New	+$215K	0.04%	195

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

Claret Asset Management's DOCU Position: Q2 2026 in Review

Claret Asset Management opened a new position in DocuSign (DOCU) in Q2 2026: 5,010 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in DOCU as recently as Q4 2025.

Claret Asset Management first reported a position in DOCU in Q2 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Claret Asset Management held 5,010 shares of DocuSign worth $223K as of Q2 2026.
DocuSign was a new Claret Asset Management position in Q2 2026.
DocuSign made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #433 holding.
Claret Asset Management first reported a position in DocuSign in Q2 2024 and has held it in 8 quarters since.
Claret Asset Management's DocuSign position peaked at $348K in Q4 2024.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.