Continuum Advisory’s DocuSign DOCU Stock Holding History

Continuum Advisory’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	$11.2K	Buy	+252	New	+$11.8K	﹤0.01%	1224
2025 Q2	–	Sell	-126	Closed	-$10.3K	–	700
2025 Q1	$10.3K	Sell	126 -66	-34%	-$5.78K	﹤0.01%	967
2024 Q4	$17.3K	Sell	192 -23	-11%	-$1.84K	﹤0.01%	880
2024 Q3	$17.3K	Buy	215 +12	+6%	+$673	﹤0.01%	877
2024 Q2	$10.9K	Sell	203 -14	-6%	-$790	﹤0.01%	922
2024 Q1	$12.4K	Buy	+217	New	+$12.3K	﹤0.01%	895
2021 Q4	–	Sell	-891	Closed	-$229K	–	307
2021 Q3	$229K	Buy	891 +43	+5%	+$12.4K	0.06%	267
2021 Q2	$237K	Buy	+848	New	+$190K	0.07%	242

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

Continuum Advisory's DOCU Position: Q2 2026 in Review

Continuum Advisory opened a new position in DocuSign (DOCU) in Q2 2026: 252 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DOCU as recently as Q1 2025.

Continuum Advisory first reported a position in DOCU in Q2 2021 and has held it in 8 quarters since. The position peaked at $237K in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Continuum Advisory held 252 shares of DocuSign worth $11.2K as of Q2 2026.
DocuSign was a new Continuum Advisory position in Q2 2026.
DocuSign made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1224 holding.
Continuum Advisory first reported a position in DocuSign in Q2 2021 and has held it in 8 quarters since.
Continuum Advisory's DocuSign position peaked at $237K in Q2 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.