CI
DOCU

Corient IA’s DocuSign DOCU Stock Holding History

Corient IA’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 		$99.1K Hold
2,230
– – 0.09% 223
2026
Q1 		$106K Buy
+2,230
New +$114K 0.1% 255
2025
Q2 		– Sell
-2,500
Closed -$204K – 311
2025
Q1 		$204K Buy
+2,500
New +$219K 0.14% 275

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

Corient IA's DOCU Position: Q2 2026 in Review

Corient IA held its DocuSign (DOCU) position steady in Q2 2026 at 2,230 shares worth $99.1K. The position accounts for 0.09% of the portfolio, ranked #223.

Corient IA first reported a position in DOCU in Q1 2025 and has held it in 3 quarters since. The position peaked at $204K in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Corient IA held 2,230 shares of DocuSign worth $99.1K as of Q2 2026.
  • Corient IA left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up 0.09% of Corient IA's portfolio in Q2 2026, its #223 holding.
  • Corient IA first reported a position in DocuSign in Q1 2025 and has held it in 3 quarters since.
  • Corient IA's DocuSign position peaked at $204K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.