Comprehensive Financial Management’s DocuSign DOCU Stock Holding History

Comprehensive 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	$293K	Hold	6,593	–	–	0.01%	34
2026 Q1	$313K	Hold	6,593	–	–	0.01%	32
2025 Q4	$451K	Hold	6,593	–	–	0.01%	32
2025 Q3	$475K	Hold	6,593	–	–	0.01%	34
2025 Q2	$514K	Hold	6,593	–	–	0.01%	39
2025 Q1	$537K	Hold	6,593	–	–	0.02%	32
2024 Q4	$593K	Hold	6,593	–	–	0.02%	34
2024 Q3	$409K	Hold	6,593	–	–	0.01%	36
2024 Q2	$353K	Hold	6,593	–	–	0.01%	38
2024 Q1	$393K	Hold	6,593	–	–	0.01%	34
2023 Q4	$392K	Hold	6,593	–	–	0.01%	35
2023 Q3	$277K	Hold	6,593	–	–	0.01%	41
2023 Q2	$337K	Hold	6,593	–	–	0.01%	39
2023 Q1	$384K	Hold	6,593	–	–	0.01%	42
2022 Q4	$365K	Hold	6,593	–	–	0.01%	42
2022 Q3	$353K	Hold	6,593	–	–	0.01%	42
2022 Q2	$378K	Hold	6,593	–	–	0.01%	41
2022 Q1	$706K	Hold	6,593	–	–	0.01%	40
2021 Q4	$1M	Hold	6,593	–	–	0.01%	40
2021 Q3	$1.7M	Hold	6,593	–	–	0.02%	32
2021 Q2	$1.84M	Hold	6,593	–	–	0.02%	29
2021 Q1	$1.33M	Hold	6,593	–	–	0.01%	25
2020 Q4	$1.47M	Sell	6,593 -6,500	-50%	-$1.46M	0.02%	22
2020 Q3	$2.82M	Hold	13,093	–	–	0.03%	17
2020 Q2	$2.25M	Hold	13,093	–	–	0.03%	17
2020 Q1	$1.21M	Hold	13,093	–	–	0.03%	19
2019 Q4	$970K	Buy	+13,093	New	+$900K	0.02%	17

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 $3.37T AUM 44.26% 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

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

Comprehensive Financial Management held its DocuSign (DOCU) position steady in Q2 2026 at 6,593 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #34.

Comprehensive Financial Management first reported a position in DOCU in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.82M in Q3 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Comprehensive Financial Management held 6,593 shares of DocuSign worth $293K as of Q2 2026.
Comprehensive Financial Management left its DocuSign share count unchanged in Q2 2026.
DocuSign made up 0.01% of Comprehensive Financial Management's portfolio in Q2 2026, its #34 holding.
Comprehensive Financial Management first reported a position in DocuSign in Q4 2019 and has held it in 27 quarters since.
Comprehensive Financial Management's DocuSign position peaked at $2.82M in Q3 2020.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.