Coppell Advisory Solutions’s DocuSign DOCU Stock Holding History

Coppell Advisory Solutions’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	$455K	Buy	+348	New	+$16.3K	0.04%	302
2025 Q1	–	Sell	-1,030	Closed	-$94.5K	–	722
2024 Q4	$94.5K	Sell	1,030 -39	-4%	-$3.11K	0.01%	430
2024 Q3	$65.9K	Buy	1,069 +300	+39%	+$16.8K	0.01%	482
2024 Q2	$41.1K	Buy	+769	New	+$43.4K	0.01%	542
2023 Q4	$66.3K	Buy	1,116 +1,096	+5,480%	+$50.3K	0.01%	436
2023 Q3	$1.11K	Sell	20 -899	-98%	-$44.1K	﹤0.01%	928
2023 Q2	$47.1K	Buy	+919	New	+$48.7K	0.01%	389
2023 Q1	–	Sell	-20	Closed	-$1.11K	–	429
2022 Q4	$1.11K	Buy	+20	New	+$974	﹤0.01%	930

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

Coppell Advisory Solutions's DOCU Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in DocuSign (DOCU) in Q2 2026: 348 shares worth $455K. The stake represents 0.04% of the portfolio and ranks #302 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DOCU as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in DOCU in Q4 2022 and has held it in 8 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Coppell Advisory Solutions held 348 shares of DocuSign worth $455K as of Q2 2026.
DocuSign was a new Coppell Advisory Solutions position in Q2 2026.
DocuSign made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #302 holding.
Coppell Advisory Solutions first reported a position in DocuSign in Q4 2022 and has held it in 8 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.