CFM
DOCU

Cornerstone Financial Management’s DocuSign DOCU Stock Holding History

Cornerstone Financial 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 		$1.42K Sell
32
-25
-44% -$1.17K ﹤0.01% 964
2026
Q1 		$2.7K Buy
57
+49
+613% +$2.51K ﹤0.01% 639
2025
Q4 		$547 Buy
+8
New +$553 ﹤0.01% 1131

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

Cornerstone Financial Management's DOCU Position: Q2 2026 in Review

Cornerstone Financial Management reduced its DocuSign (DOCU) stake by 44% in Q2 2026, selling an estimated $1.17K and leaving 32 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Cornerstone Financial Management first reported a position in DOCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.7K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Cornerstone Financial Management held 32 shares of DocuSign worth $1.42K as of Q2 2026.
  • Cornerstone Financial Management sold 25 DocuSign shares in Q2 2026, an estimated $1.17K.
  • DocuSign made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #964 holding.
  • Cornerstone Financial Management first reported a position in DocuSign in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's DocuSign position peaked at $2.7K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.