Creative Financial Designs’s DocuSign DOCU Stock Holding History

Creative Financial Designs’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	$3.29K	Sell	74 -100	-57%	-$4.69K	﹤0.01%	1812
2026 Q1	$8.25K	Sell	174 -124	-42%	-$6.34K	﹤0.01%	1462
2025 Q4	$20.4K	Hold	298	–	–	﹤0.01%	1149
2025 Q3	$21.5K	Hold	298	–	–	﹤0.01%	1130
2025 Q2	$23.2K	Hold	298	–	–	﹤0.01%	1097
2025 Q1	$24.3K	Buy	+298	New	+$26.1K	﹤0.01%	1031
2023 Q3	–	Sell	-27	Closed	-$1.38K	–	1516
2023 Q2	$1.38K	Hold	27	–	–	﹤0.01%	1346
2023 Q1	$1.57K	Buy	+27	New	+$1.61K	﹤0.01%	1272
2021 Q1	–	Sell	-180	Closed	-$40K	–	1314
2020 Q4	$40K	Sell	180 -50	-22%	-$11.2K	0.01%	557
2020 Q3	$50K	Buy	230 +80	+53%	+$16.6K	0.01%	461
2020 Q2	$26K	Buy	+150	New	+$18.9K	0.01%	544
2018 Q4	–	Sell	-100	Closed	-$5K	–	628
2018 Q3	$5K	Buy	+100	New	+$5.67K	﹤0.01%	523

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

Creative Financial Designs's DOCU Position: Q2 2026 in Review

Creative Financial Designs reduced its DocuSign (DOCU) stake by 57% in Q2 2026, selling an estimated $4.69K and leaving 74 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Creative Financial Designs first reported a position in DOCU in Q3 2018 and has held it in 12 quarters since. The position peaked at $50K in Q3 2020. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Creative Financial Designs held 74 shares of DocuSign worth $3.29K as of Q2 2026.
Creative Financial Designs sold 100 DocuSign shares in Q2 2026, an estimated $4.69K.
DocuSign made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1812 holding.
Creative Financial Designs first reported a position in DocuSign in Q3 2018 and has held it in 12 quarters since.
Creative Financial Designs's DocuSign position peaked at $50K in Q3 2020.
672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.