CAM
DOCU

Concorde Asset Management’s DocuSign DOCU Stock Holding History

Concorde 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 		$225K Buy
5,064
+146
+3% +$6.84K 0.13% 128
2026
Q1 		$233K Sell
4,918
-5,532
-53% -$283K 0.11% 171
2025
Q4 		$715K Sell
10,450
-4,926
-32% -$341K 0.29% 80
2025
Q3 		$1.05M Buy
+15,376
New +$1.18M 0.44% 43

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

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

Concorde Asset Management increased its DocuSign (DOCU) stake by 3% in Q2 2026, buying an estimated $6.84K and bringing the position to 5,064 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #128.

Concorde Asset Management first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Concorde Asset Management held 5,064 shares of DocuSign worth $225K as of Q2 2026.
  • Concorde Asset Management bought 146 DocuSign shares in Q2 2026, an estimated $6.84K.
  • DocuSign made up 0.13% of Concorde Asset Management's portfolio in Q2 2026, its #128 holding.
  • Concorde Asset Management first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • Concorde Asset Management's DocuSign position peaked at $1.05M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.