CA
DOCU

Clearstead Advisors’s DocuSign DOCU Stock Holding History

Clearstead Advisors’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 		$57.6K Buy
1,297
+735
+131% +$34.5K ﹤0.01% 1457
2026
Q1 		$26.6K Sell
562
-1,223
-69% -$62.6K ﹤0.01% 1388
2025
Q4 		$122K Sell
1,785
-87
-5% -$6.02K ﹤0.01% 1062
2025
Q3 		$135K Buy
1,872
+202
+12% +$15.6K ﹤0.01% 967
2025
Q2 		$130K Buy
1,670
+470
+39% +$38K ﹤0.01% 990
2025
Q1 		$97.7K Hold
1,200
– – ﹤0.01% 1004
2024
Q4 		$108K Buy
1,200
+186
+18% +$14.9K ﹤0.01% 1009
2024
Q3 		$63K Hold
1,014
– – ﹤0.01% 1152
2024
Q2 		$54.2K Sell
1,014
-151
-13% -$8.52K ﹤0.01% 1144
2024
Q1 		$69.6K Buy
1,165
+864
+287% +$48.8K ﹤0.01% 685
2023
Q4 		$17.9K Buy
301
+151
+101% +$6.93K ﹤0.01% 966
2023
Q3 		$6.3K Hold
150
– – ﹤0.01% 1054
2023
Q2 		$7.66K Hold
150
– – ﹤0.01% 1010
2023
Q1 		$8.74K Hold
150
– – ﹤0.01% 965
2022
Q4 		$8.31K Buy
150
+100
+200% +$4.87K ﹤0.01% 929
2022
Q3 		$3K Sell
50
-180
-78% -$11.3K ﹤0.01% 1023
2022
Q2 		$13K Sell
230
-135
-37% -$10.9K ﹤0.01% 879
2022
Q1 		$39K Buy
365
+85
+30% +$9.76K ﹤0.01% 726
2021
Q4 		$43K Buy
280
+260
+1,300% +$59.3K ﹤0.01% 679
2021
Q3 		$5K Hold
20
– – ﹤0.01% 1017
2021
Q2 		$6K Hold
20
– – ﹤0.01% 850
2021
Q1 		$4K Hold
20
– – ﹤0.01% 882
2020
Q4 		$4K Hold
20
– – ﹤0.01% 819
2020
Q3 		$4K Buy
+20
New +$4.15K ﹤0.01% 753

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Clearstead Advisors's DOCU Position: Q2 2026 in Review

Clearstead Advisors increased its DocuSign (DOCU) stake by 131% in Q2 2026, buying an estimated $34.5K and bringing the position to 1,297 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Clearstead Advisors first reported a position in DOCU in Q3 2020 and has held it in 24 quarters since. The position peaked at $135K in Q3 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Clearstead Advisors held 1,297 shares of DocuSign worth $57.6K as of Q2 2026.
  • Clearstead Advisors bought 735 DocuSign shares in Q2 2026, an estimated $34.5K.
  • DocuSign made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1457 holding.
  • Clearstead Advisors first reported a position in DocuSign in Q3 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's DocuSign position peaked at $135K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.