Corient Private Wealth
DOCU

Corient Private Wealth’s DocuSign DOCU Stock Holding History

Corient Private Wealth’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 		$12.8M Buy
287,386
+49,898
+21% +$2.34M 0.02% 564
2026
Q1 		$11.2M Buy
237,488
+207,880
+702% +$10.6M 0.02% 586
2025
Q4 		$2.03M Buy
29,608
+732
+3% +$50.6K ﹤0.01% 1146
2025
Q3 		$2.08M Buy
28,876
+939
+3% +$72.4K ﹤0.01% 1050
2025
Q2 		$2.18M Buy
27,937
+5,333
+24% +$431K ﹤0.01% 1008
2025
Q1 		$1.84M Sell
22,604
-2,836
-11% -$248K ﹤0.01% 1007
2024
Q4 		$1.63M Sell
25,440
-5,308
-17% -$424K ﹤0.01% 1076
2024
Q3 		$1.91M Buy
30,748
+6,571
+27% +$368K ﹤0.01% 1123
2024
Q2 		$1.29M Sell
24,177
-122
-0.5% -$6.88K ﹤0.01% 1232
2024
Q1 		$1.42M Buy
24,299
+11,155
+85% +$630K ﹤0.01% 1185
2023
Q4 		$781K Sell
13,144
-4,348
-25% -$199K ﹤0.01% 1390
2023
Q3 		$734K Buy
17,492
+189
+1% +$9.26K ﹤0.01% 1298
2023
Q2 		$884K Sell
17,303
-2,939
-15% -$156K ﹤0.01% 1204
2023
Q1 		$1.18M Buy
20,242
+6,899
+52% +$412K ﹤0.01% 1026
2022
Q4 		$741K Buy
+13,343
New +$650K ﹤0.01% 1008

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 $3.38T AUM 44.17% 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 Private Wealth's DOCU Position: Q2 2026 in Review

Corient Private Wealth increased its DocuSign (DOCU) stake by 21% in Q2 2026, buying an estimated $2.34M and bringing the position to 287,386 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #564.

Corient Private Wealth first reported a position in DOCU in Q4 2022 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Corient Private Wealth held 287,386 shares of DocuSign worth $12.8M as of Q2 2026.
  • Corient Private Wealth bought 49,898 DocuSign shares in Q2 2026, an estimated $2.34M.
  • DocuSign made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #564 holding.
  • Corient Private Wealth first reported a position in DocuSign in Q4 2022 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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