CFM
DOCU

Compass Financial Management’s DocuSign DOCU Stock Holding History

Compass Financial 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 		$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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Financial Management's DOCU Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.