C
DOCU

Covestor’s DocuSign DOCU Stock Holding History

Covestor’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 		$66K Buy
1,484
+379
+34% +$17.8K 0.04% 623
2026
Q1 		$53K Sell
1,105
-564
-34% -$28.9K 0.04% 676
2025
Q4 		$114K Sell
1,669
-1,349
-45% -$93.3K 0.06% 502
2025
Q3 		$217K Buy
3,018
+363
+14% +$28K 0.12% 181
2025
Q2 		$207K Sell
2,655
-128
-5% -$10.4K 0.12% 167
2025
Q1 		$227K Sell
2,783
-956
-26% -$83.7K 0.15% 117
2024
Q4 		$337K Buy
3,739
+433
+13% +$34.6K 0.21% 47
2024
Q3 		$205K Buy
3,306
+182
+6% +$10.2K 0.13% 158
2024
Q2 		$167K Buy
3,124
+790
+34% +$44.6K 0.11% 219
2024
Q1 		$139K Buy
2,334
+810
+53% +$45.7K 0.09% 317
2023
Q4 		$91K Buy
1,524
+1,161
+320% +$53.2K 0.06% 556
2023
Q3 		$16K Buy
363
+7
+2% +$343 0.01% 1190
2023
Q2 		$18K Buy
356
+152
+75% +$8.05K 0.01% 1178
2023
Q1 		$12K Sell
204
-3
-1% -$179 0.01% 1220
2022
Q4 		$11K Buy
207
+82
+66% +$3.99K 0.01% 1272
2022
Q3 		$7K Sell
125
-105
-46% -$6.58K 0.01% 1388
2022
Q2 		$13K Sell
230
-7
-3% -$567 0.01% 1108
2022
Q1 		$25K Sell
237
-22
-8% -$2.52K 0.02% 998
2021
Q4 		$40K Buy
+259
New +$59K 0.06% 660

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

Covestor's DOCU Position: Q2 2026 in Review

Covestor increased its DocuSign (DOCU) stake by 34% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,484 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #623.

Covestor first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $337K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Covestor held 1,484 shares of DocuSign worth $66K as of Q2 2026.
  • Covestor bought 379 DocuSign shares in Q2 2026, an estimated $17.8K.
  • DocuSign made up 0.04% of Covestor's portfolio in Q2 2026, its #623 holding.
  • Covestor first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
  • Covestor's DocuSign position peaked at $337K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.